+181.6%
SE vs INVH
-9.6%
+191.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.6% |
| 7D | -4.8% | -3.1% | -1.7% | -4.3% |
| 30D | -18.1% | -7.5% | -10.6% | -17.1% |
| 3M | +30.6% | -6.3% | +36.9% | +31.8% |
| 6M | +20.8% | +9.4% | +11.3% | +17.8% |
| YTD | -15.6% | +1.4% | -17.0% | -16.4% |
| 1Y | -44.2% | -4.1% | -40.1% | -43.9% |
| All | +181.6% | -9.6% | +191.2% | +196.1% |
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