+6.2%
ABNB vs INVH
-20.2%
+26.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.6% |
| 7D | -6.5% | -3.0% | -3.5% | -4.9% |
| 30D | -5.5% | -7.5% | +2.0% | -1.3% |
| 3M | +30.0% | -5.5% | +35.6% | +34.0% |
| 6M | +27.6% | +11.7% | +15.9% | +19.3% |
| YTD | +25.4% | +1.3% | +24.1% | +23.2% |
| 1Y | +38.3% | -6.1% | +44.4% | +41.9% |
| 3Y | +15.5% | -9.8% | +25.3% | +18.1% |
| All | +6.2% | -20.2% | +26.3% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling