-9.7%
INVH vs SBAC
-11.3%
+1.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.8% | +0.6% | -1.5% |
| 7D | -3.1% | -5.3% | +2.1% | -1.8% |
| 30D | -7.5% | +0.4% | -7.9% | -7.6% |
| 3M | -6.3% | -11.9% | +5.6% | -3.3% |
| 6M | +9.4% | -4.5% | +13.9% | +10.0% |
| YTD | +1.4% | -4.3% | +5.8% | +1.6% |
| 1Y | -4.1% | -3.9% | -0.2% | -4.0% |
| All | -9.7% | -11.3% | +1.6% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded SBAC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling