+2.9%
SWK vs INVH
+80.8%
-77.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -0.4% | -2.9% | +2.5% | +1.5% |
| 30D | -5.7% | -6.9% | +1.2% | -1.3% |
| 3M | +24.1% | -2.7% | +26.8% | +25.9% |
| 6M | +24.7% | +8.2% | +16.5% | +17.8% |
| YTD | +33.9% | +4.5% | +29.5% | +29.0% |
| 1Y | +34.7% | -2.3% | +37.0% | +35.2% |
| 3Y | +15.3% | -7.3% | +22.6% | +18.0% |
| 5Y | -39.3% | -20.5% | -18.8% | -32.4% |
| All | +2.9% | +80.8% | -77.8% | -28.8% |
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