+1,466.4%
SMCI vs INVH
+75.4%
+1,391.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.3% | +7.3% |
| 7D | +1.3% | -3.0% | +4.3% | +2.9% |
| 30D | +6.6% | -7.5% | +14.1% | +10.8% |
| 3M | +25.4% | -5.5% | +31.0% | +27.8% |
| 6M | +26.1% | +11.7% | +14.4% | +17.3% |
| YTD | +37.0% | +1.3% | +35.7% | +33.8% |
| 1Y | -8.8% | -6.1% | -2.7% | -7.7% |
| 3Y | +44.6% | -9.8% | +54.4% | +45.6% |
| 5Y | +995.9% | -19.7% | +1,015.6% | +1,065.5% |
| All | +1,466.4% | +75.4% | +1,391.0% | +1,057.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling