+126.2%
SBUX vs INVH
+75.4%
+50.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | -5.5% | -3.0% | -2.5% | -4.1% |
| 30D | -8.5% | -7.5% | -0.9% | -5.0% |
| 3M | -2.9% | -5.5% | +2.6% | -0.4% |
| 6M | -1.5% | +11.7% | -13.2% | -7.2% |
| YTD | +19.4% | +1.3% | +18.0% | +17.6% |
| 1Y | +22.9% | -6.1% | +29.0% | +25.6% |
| 3Y | +11.3% | -9.8% | +21.1% | +14.1% |
| 5Y | -6.9% | -19.7% | +12.8% | -0.1% |
| All | +126.2% | +75.4% | +50.8% | +74.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling