+85.2%
SWK vs INVH
+1.1%
+84.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.6% | +9.5% | +11.1% |
| 7D | +17.9% | +3.1% | +14.8% | +16.1% |
| 30D | +31.9% | +5.8% | +26.2% | +28.5% |
| 3M | +16.6% | -8.5% | +25.1% | +20.8% |
| 6M | +61.1% | -1.3% | +62.5% | +61.1% |
| YTD | +64.2% | +2.6% | +61.6% | +61.5% |
| 1Y | +85.2% | +0.7% | +84.5% | +84.2% |
| All | +85.2% | +1.1% | +84.1% | +84.2% |
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 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