+306.5%
SN vs INVH
-9.7%
+316.2%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -7.3% | -3.0% | -4.3% | -6.0% |
| 30D | -13.6% | -7.5% | -6.1% | -10.7% |
| 3M | +18.6% | -5.5% | +24.1% | +21.4% |
| 6M | +46.0% | +11.7% | +34.3% | +38.3% |
| YTD | +43.7% | +1.3% | +42.4% | +41.8% |
| 1Y | +39.2% | -6.1% | +45.3% | +42.9% |
| 3Y | +306.5% | -9.8% | +316.2% | +301.3% |
| All | +306.5% | -9.7% | +316.2% | +301.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling