-24.3%
SNAP vs INVH
-4.2%
-20.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.2% | +6.2% | +4.2% |
| 7D | -3.2% | -3.1% | 0.0% | -2.8% |
| 30D | +0.2% | -7.5% | +7.7% | +1.2% |
| 3M | +2.6% | -6.3% | +8.9% | +3.7% |
| 6M | +12.4% | +9.4% | +3.0% | +13.4% |
| YTD | -31.6% | +1.4% | -33.0% | -30.7% |
| All | -24.3% | -4.2% | -20.1% | -27.8% |
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 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