+220.0%
SIMO vs INVH
-2.4%
+222.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.2% | +8.9% | +8.5% |
| 7D | +4.2% | -2.9% | +7.1% | +1.9% |
| 30D | +4.1% | -6.9% | +11.0% | -1.5% |
| 3M | -12.9% | -2.7% | -10.2% | -13.9% |
| 6M | +110.3% | +8.2% | +102.1% | +116.5% |
| YTD | +178.6% | +4.5% | +174.1% | +183.2% |
| 1Y | +220.0% | -2.3% | +222.3% | +233.4% |
| All | +220.0% | -2.4% | +222.4% | +233.4% |
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