-75.5%
SMR vs INVH
-4.3%
-71.2%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | -0.1% | -15.6% | -15.7% |
| 7D | -11.2% | -3.0% | -8.2% | -12.5% |
| 30D | -10.2% | -7.5% | -2.7% | -13.4% |
| 3M | -10.0% | -5.5% | -4.5% | -11.9% |
| 6M | -30.5% | +11.7% | -42.2% | -28.2% |
| YTD | -39.2% | +1.3% | -40.6% | -40.5% |
| 1Y | -75.5% | -6.1% | -69.4% | -79.0% |
| All | -75.5% | -4.3% | -71.2% | -79.0% |
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