-17.7%
PSKY vs INVH
-9.7%
-8.1%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.2% |
| 7D | -2.4% | -3.0% | +0.6% | -1.1% |
| 30D | +11.6% | -7.5% | +19.1% | +15.4% |
| 3M | +1.5% | -5.5% | +7.1% | +3.9% |
| 6M | +7.7% | +11.7% | -4.0% | +0.9% |
| YTD | -20.1% | +1.3% | -21.4% | -21.5% |
| 1Y | -38.3% | -6.1% | -32.2% | -36.9% |
| 3Y | -17.7% | -9.8% | -8.0% | -21.9% |
| All | -17.7% | -9.7% | -8.1% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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