+7.0%
SHW vs INVH
+1.1%
+5.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.6% | +3.0% | +4.4% |
| 7D | +13.3% | +3.1% | +10.2% | +11.3% |
| 30D | +14.1% | +5.8% | +8.3% | +10.6% |
| 3M | +0.8% | -8.5% | +9.3% | +5.5% |
| 6M | +17.6% | -1.3% | +19.0% | +18.8% |
| YTD | +13.0% | +2.6% | +10.4% | +12.2% |
| 1Y | +7.0% | +0.7% | +6.3% | +6.9% |
| All | +7.0% | +1.1% | +5.9% | +6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling