-11.8%
SONY vs INVH
-2.4%
-9.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.6% |
| 7D | -1.2% | -2.9% | +1.7% | -0.5% |
| 30D | +9.4% | -6.9% | +16.4% | +11.3% |
| 3M | +10.5% | -2.7% | +13.2% | +11.1% |
| 6M | +11.7% | +8.2% | +3.5% | +8.4% |
| YTD | -4.1% | +4.5% | -8.5% | -6.2% |
| 1Y | -11.8% | -2.3% | -9.5% | -11.2% |
| All | -11.8% | -2.4% | -9.4% | -11.2% |
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