+102.1%
SYY vs INVH
+75.5%
+26.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.2% | +3.1% | +2.0% |
| 7D | +1.5% | -3.1% | +4.6% | +3.1% |
| 30D | -2.3% | -7.5% | +5.2% | +1.4% |
| 3M | +5.5% | -6.3% | +11.8% | +8.7% |
| 6M | -1.0% | +9.4% | -10.4% | -5.8% |
| YTD | +14.1% | +1.4% | +12.7% | +12.3% |
| 1Y | +5.6% | -4.1% | +9.7% | +6.6% |
| 3Y | +27.9% | -9.2% | +37.1% | +29.8% |
| 5Y | +22.7% | -19.6% | +42.3% | +29.9% |
| All | +102.1% | +75.5% | +26.6% | +50.2% |
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 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