+365.7%
ALAB vs INVH
-10.5%
+376.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.6% | -6.3% | -7.1% |
| 7D | +3.2% | -3.1% | +6.3% | +2.5% |
| 30D | -13.6% | -7.1% | -6.5% | -14.9% |
| 3M | -16.6% | -3.0% | -13.6% | -17.1% |
| 6M | +142.3% | +10.1% | +132.2% | +139.8% |
| YTD | +73.6% | +3.8% | +69.8% | +72.4% |
| 1Y | +33.7% | -2.1% | +35.8% | +34.4% |
| All | +365.7% | -10.5% | +376.2% | +377.8% |
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