+215.0%
SU vs INVH
+75.4%
+139.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | +2.2% | -3.0% | +5.2% | +3.4% |
| 30D | +8.4% | -7.5% | +16.0% | +11.8% |
| 3M | +12.1% | -5.5% | +17.6% | +14.3% |
| 6M | +19.7% | +11.7% | +8.0% | +13.4% |
| YTD | +58.4% | +1.3% | +57.1% | +55.7% |
| 1Y | +67.2% | -6.1% | +73.3% | +69.3% |
| 3Y | +125.0% | -9.8% | +134.8% | +127.4% |
| 5Y | +355.1% | -19.7% | +374.7% | +374.8% |
| All | +215.0% | +75.4% | +139.7% | +137.0% |
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