-71.4%
SOUN vs INVH
+1.1%
-72.5%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.6% | +1.2% | +5.2% |
| 7D | -2.7% | +3.1% | -5.8% | -2.4% |
| 30D | -26.5% | +5.8% | -32.3% | -26.1% |
| 3M | -33.6% | -8.5% | -25.1% | -34.9% |
| 6M | -54.4% | -1.3% | -53.0% | -54.9% |
| YTD | -56.7% | +2.6% | -59.3% | -58.0% |
| 1Y | -71.4% | +0.7% | -72.2% | -71.4% |
| All | -71.4% | +1.1% | -72.5% | -71.4% |
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