+94.6%
SOFI vs INVH
-9.7%
+104.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -4.9% | -3.0% | -1.9% | -3.3% |
| 30D | -3.5% | -7.5% | +4.1% | +0.7% |
| 3M | +3.9% | -5.5% | +9.4% | +6.7% |
| 6M | -6.5% | +11.7% | -18.2% | -13.9% |
| YTD | -33.8% | +1.3% | -35.2% | -35.6% |
| 1Y | -33.3% | -6.1% | -27.2% | -31.1% |
| 3Y | +94.6% | -9.8% | +104.4% | +105.9% |
| All | +94.6% | -9.7% | +104.3% | +105.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling