+358.7%
ALAB vs INVH
-12.6%
+371.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.2% | -3.1% | -5.8% |
| 7D | +0.6% | -3.1% | +3.7% | -0.1% |
| 30D | -8.8% | -7.5% | -1.3% | -10.3% |
| 3M | -14.0% | -6.3% | -7.7% | -15.0% |
| 6M | +144.3% | +9.4% | +134.8% | +140.5% |
| YTD | +71.0% | +1.4% | +69.6% | +69.0% |
| 1Y | +23.5% | -4.1% | +27.6% | +23.5% |
| All | +358.7% | -12.6% | +371.3% | +368.3% |
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