+5.3%
SWKS vs INVH
-2.1%
+7.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.7% | +1.6% |
| 7D | +6.8% | -2.3% | +9.1% | +7.5% |
| 30D | +11.3% | -5.7% | +17.0% | +13.1% |
| 3M | +4.1% | -4.5% | +8.5% | +5.0% |
| 6M | +39.7% | +11.0% | +28.7% | +30.9% |
| YTD | +23.2% | +3.7% | +19.5% | +20.2% |
| 1Y | +5.3% | -2.8% | +8.1% | +6.2% |
| All | +5.3% | -2.1% | +7.4% | +6.2% |
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