+2,684.0%
SNDK vs INVH
-2.4%
+2,686.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.2% | +12.1% | +11.7% |
| 7D | +17.2% | -2.9% | +20.1% | +14.4% |
| 30D | +28.8% | -6.9% | +35.8% | +21.5% |
| 3M | -1.1% | -2.7% | +1.6% | -2.1% |
| 6M | +190.5% | +8.2% | +182.3% | +199.8% |
| YTD | +633.0% | +4.5% | +628.5% | +669.3% |
| 1Y | +2,684.0% | -2.3% | +2,686.3% | +3,131.4% |
| All | +2,684.0% | -2.4% | +2,686.4% | +3,131.4% |
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