+2,860.3%
STX vs INVH
+79.7%
+2,780.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.6% | +7.1% | +6.7% |
| 7D | +10.7% | -3.1% | +13.9% | +12.0% |
| 30D | +11.3% | -7.1% | +18.4% | +14.0% |
| 3M | +3.2% | -3.0% | +6.2% | +3.3% |
| 6M | +157.0% | +10.1% | +146.9% | +143.5% |
| YTD | +229.2% | +3.8% | +225.4% | +218.2% |
| 1Y | +381.8% | -2.1% | +383.9% | +375.2% |
| 3Y | +1,383.2% | -7.0% | +1,390.2% | +1,375.1% |
| 5Y | +1,144.9% | -20.6% | +1,165.5% | +1,206.1% |
| All | +2,860.3% | +79.7% | +2,780.6% | +2,222.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling