+25.0%
ALAB vs INVH
-4.3%
+29.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.4% | +2.3% |
| 7D | -6.2% | -3.0% | -3.2% | -8.6% |
| 30D | -8.7% | -7.5% | -1.1% | -14.3% |
| 3M | -20.7% | -5.5% | -15.2% | -23.7% |
| 6M | +133.5% | +11.7% | +121.8% | +139.2% |
| YTD | +75.1% | +1.3% | +73.7% | +71.2% |
| 1Y | +25.0% | -6.1% | +31.1% | +18.4% |
| All | +25.0% | -4.3% | +29.3% | +18.4% |
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