+60.1%
STLD vs INVH
+1.1%
+59.0%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.6% | -6.7% | -3.4% |
| 7D | -3.9% | +3.1% | -7.0% | -4.2% |
| 30D | -0.4% | +5.8% | -6.2% | -1.2% |
| 3M | -9.2% | -8.5% | -0.7% | -7.6% |
| 6M | +5.0% | -1.3% | +6.3% | +4.7% |
| YTD | +42.8% | +2.6% | +40.2% | +41.1% |
| 1Y | +60.1% | +0.7% | +59.4% | +59.1% |
| All | +60.1% | +1.1% | +59.0% | +59.1% |
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