+123.8%
STX vs INVH
+1.1%
+122.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.6% | -11.8% | -5.4% |
| 7D | -20.2% | +3.1% | -23.3% | -18.0% |
| 30D | -37.2% | +5.8% | -43.0% | -34.2% |
| 3M | -34.1% | -8.5% | -25.6% | -36.8% |
| 6M | -24.5% | -1.3% | -23.1% | -25.0% |
| YTD | +102.9% | +2.6% | +100.4% | +106.5% |
| 1Y | +123.8% | +0.7% | +123.1% | +124.4% |
| All | +123.8% | +1.1% | +122.7% | +124.4% |
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