-91.0%
SNDQ vs INVH
+5.1%
-96.2%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +3.6% | +11.6% | +1.4% |
| 7D | +66.1% | +3.1% | +63.1% | +49.7% |
| 30D | +122.5% | +5.8% | +116.7% | +88.5% |
| 3M | +11.6% | -8.5% | +20.1% | +62.4% |
| 6M | -82.2% | -1.3% | -80.8% | -78.9% |
| All | -91.0% | +5.1% | -96.2% | -91.0% |
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