+0.7%
INVH vs SHAK
-21.2%
+22.0%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.8% | -0.2% | +3.5% |
| 7D | +3.1% | +8.3% | -5.3% | +2.7% |
| 30D | +5.8% | +16.7% | -10.9% | +5.1% |
| 3M | -8.5% | +10.0% | -18.5% | -8.9% |
| 6M | -1.3% | -23.8% | +22.5% | -0.5% |
| YTD | +2.6% | -10.3% | +12.9% | +1.7% |
| 1Y | +0.7% | -22.9% | +23.6% | +3.3% |
| All | +0.7% | -21.2% | +22.0% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling