+272.5%
SNDK vs INVH
+0.2%
+272.3%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | 0.0% | -22.2% | -22.3% |
| 7D | -39.4% | +3.5% | -42.8% | -37.2% |
| 30D | -51.4% | +4.4% | -55.9% | -49.1% |
| 3M | -40.3% | -8.6% | -31.7% | -43.7% |
| 6M | -42.7% | -1.7% | -40.9% | -42.6% |
| YTD | +239.7% | +2.6% | +237.2% | +255.5% |
| 1Y | +272.5% | +1.5% | +271.0% | +300.1% |
| All | +272.5% | +0.2% | +272.3% | +300.1% |
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