+325.3%
STX vs INVH
-4.3%
+329.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.7% | -3.8% |
| 7D | -2.3% | -3.0% | +0.7% | -4.2% |
| 30D | -5.5% | -7.5% | +2.1% | -10.2% |
| 3M | -4.3% | -5.5% | +1.2% | -7.4% |
| 6M | +115.6% | +11.7% | +103.9% | +116.2% |
| YTD | +202.2% | +1.3% | +200.9% | +200.7% |
| 1Y | +325.3% | -6.1% | +331.4% | +314.6% |
| All | +325.3% | -4.3% | +329.6% | +314.6% |
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