-16.3%
SOUN vs INVH
-22.7%
+6.4%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -2.0% |
| 7D | -6.8% | -3.1% | -3.7% | -5.3% |
| 30D | -15.2% | -7.5% | -7.8% | -11.9% |
| 3M | -7.0% | -6.3% | -0.7% | -4.5% |
| 6M | -20.5% | +9.4% | -29.9% | -25.6% |
| YTD | -37.0% | +1.4% | -38.4% | -38.8% |
| 1Y | -55.3% | -4.1% | -51.2% | -55.2% |
| 3Y | +173.0% | -9.2% | +182.2% | +178.4% |
| All | -16.3% | -22.7% | +6.4% | -0.2% |
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 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