+72.7%
SWK vs INVH
-2.8%
+75.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.8% |
| 7D | -2.0% | -3.3% | +1.3% | -0.1% |
| 30D | +24.6% | +0.2% | +24.4% | +24.7% |
| 3M | +10.8% | -9.5% | +20.3% | +15.9% |
| 6M | +46.1% | -4.3% | +50.4% | +48.7% |
| YTD | +56.8% | -0.8% | +57.7% | +57.3% |
| 1Y | +72.7% | -3.6% | +76.3% | +83.1% |
| All | +72.7% | -2.8% | +75.5% | +83.1% |
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