+100.5%
SIMO vs INVH
+1.1%
+99.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +3.6% | -13.2% | -5.6% |
| 7D | -16.9% | +3.1% | -19.9% | -13.6% |
| 30D | -35.4% | +5.8% | -41.2% | -30.7% |
| 3M | -31.9% | -8.5% | -23.4% | -35.4% |
| 6M | -19.3% | -1.3% | -18.0% | -18.0% |
| YTD | +98.5% | +2.6% | +95.9% | +102.7% |
| 1Y | +100.5% | +0.7% | +99.8% | +105.1% |
| All | +100.5% | +1.1% | +99.4% | +105.1% |
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 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