+1,092.8%
STX vs INVH
-21.2%
+1,114.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.2% | -0.5% | -2.1% |
| 7D | +8.0% | -3.1% | +11.1% | +8.9% |
| 30D | +5.1% | -7.5% | +12.6% | +7.2% |
| 3M | +5.8% | -6.3% | +12.0% | +6.7% |
| 6M | +124.9% | +9.4% | +115.5% | +113.8% |
| YTD | +213.9% | +1.4% | +212.5% | +206.1% |
| 1Y | +350.4% | -4.1% | +354.5% | +347.9% |
| 3Y | +1,314.2% | -9.2% | +1,323.4% | +1,317.6% |
| 5Y | +1,092.8% | -19.6% | +1,112.4% | +1,160.2% |
| All | +1,092.8% | -21.2% | +1,114.0% | +1,160.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling