+447.8%
SN vs INVH
-14.2%
+462.0%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.8% | +2.1% | +2.5% |
| 7D | +1.5% | -0.9% | +2.5% | +2.0% |
| 30D | +21.5% | +1.2% | +20.3% | +20.8% |
| 3M | +20.0% | -10.4% | +30.4% | +26.0% |
| 6M | +119.9% | -3.6% | +123.5% | +122.8% |
| YTD | +102.3% | -0.1% | +102.4% | +100.6% |
| 1Y | +148.0% | -0.7% | +148.7% | +146.3% |
| 3Y | +450.0% | -4.6% | +454.6% | +457.9% |
| All | +447.8% | -14.2% | +462.0% | +496.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling