+42.0%
SOFI vs INVH
+10.4%
+31.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.7% |
| 7D | -4.9% | -3.0% | -1.9% | -3.1% |
| 30D | -3.5% | -7.5% | +4.1% | +1.4% |
| 3M | +3.9% | -5.5% | +9.4% | +7.2% |
| 6M | -6.5% | +11.7% | -18.2% | -14.4% |
| YTD | -33.8% | +1.3% | -35.2% | -35.8% |
| 1Y | -33.3% | -6.1% | -27.2% | -31.8% |
| 3Y | +94.6% | -9.8% | +104.4% | +102.8% |
| 5Y | +13.3% | -19.7% | +33.0% | +26.8% |
| All | +42.0% | +10.4% | +31.6% | +14.3% |
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