-65.8%
STRL vs INVH
-3.1%
-62.7%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.8% | -1.7% |
| 7D | +15.7% | -0.9% | +16.6% | +13.8% |
| 30D | -35.5% | +1.2% | -36.6% | -32.8% |
| 3M | -47.1% | -10.4% | -36.8% | -54.2% |
| 6M | -65.8% | -3.6% | -62.2% | -66.9% |
| All | -65.8% | -3.1% | -62.7% | -66.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling