+55.0%
SIRI vs INVH
+0.2%
+54.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | +15.9% | +3.5% | +12.4% | +14.6% |
| 30D | +26.0% | +4.4% | +21.6% | +24.4% |
| 3M | +9.2% | -8.6% | +17.8% | +11.5% |
| 6M | +28.3% | -1.7% | +30.0% | +28.2% |
| YTD | +71.5% | +2.6% | +68.9% | +68.2% |
| 1Y | +55.0% | +1.5% | +53.4% | +52.2% |
| All | +55.0% | +0.2% | +54.8% | +52.2% |
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