+179.3%
SCCO vs INVH
-9.7%
+188.9%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -2.7% | -3.0% | +0.3% | -2.0% |
| 30D | -0.7% | -7.5% | +6.8% | +0.9% |
| 3M | +8.1% | -5.5% | +13.6% | +9.1% |
| 6M | +4.1% | +11.7% | -7.6% | -0.4% |
| YTD | +41.1% | +1.3% | +39.8% | +38.9% |
| 1Y | +95.6% | -6.1% | +101.6% | +97.6% |
| 3Y | +179.3% | -9.8% | +189.0% | +184.9% |
| All | +179.3% | -9.7% | +188.9% | +184.9% |
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