+1,622.7%
SNDK vs INVH
-4.5%
+1,627.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.2% | -5.2% | -4.8% |
| 7D | -10.8% | -2.8% | -8.0% | -13.0% |
| 30D | -5.4% | -8.9% | +3.5% | -12.5% |
| 3M | -21.6% | -6.1% | -15.5% | -24.7% |
| 6M | +134.6% | +12.9% | +121.7% | +141.3% |
| YTD | +553.8% | +1.5% | +552.3% | +571.0% |
| All | +1,622.7% | -4.5% | +1,627.2% | +1,934.0% |
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