+4,437.1%
SNDK vs INVH
-7.3%
+4,444.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.1% | -3.4% | -3.5% |
| 7D | -6.1% | -3.0% | -3.1% | -6.2% |
| 30D | +21.5% | -7.5% | +29.0% | +21.1% |
| 3M | -13.2% | -5.5% | -7.7% | -13.9% |
| 6M | +149.2% | +11.7% | +137.5% | +129.2% |
| YTD | +588.1% | +1.3% | +586.7% | +566.6% |
| 1Y | +1,837.5% | -6.1% | +1,843.6% | +1,937.8% |
| All | +4,437.1% | -7.3% | +4,444.3% | +4,927.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling