+65.2%
ALAB vs INVH
-2.4%
+67.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.2% | +10.0% | +9.6% |
| 7D | +7.2% | -2.9% | +10.1% | +4.6% |
| 30D | -2.5% | -6.9% | +4.4% | -8.2% |
| 3M | -13.3% | -2.7% | -10.6% | -14.2% |
| 6M | +172.8% | +8.2% | +164.6% | +177.9% |
| YTD | +86.6% | +4.5% | +82.1% | +88.0% |
| 1Y | +65.2% | -2.3% | +67.5% | +65.7% |
| All | +65.2% | -2.4% | +67.5% | +65.7% |
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