+61.5%
ALB vs INVH
-2.4%
+63.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.5% |
| 7D | -8.1% | -2.9% | -5.2% | -8.8% |
| 30D | +6.3% | -6.9% | +13.2% | +4.1% |
| 3M | -23.6% | -2.7% | -20.9% | -23.9% |
| 6M | -24.6% | +8.2% | -32.8% | -23.3% |
| YTD | -10.3% | +4.5% | -14.7% | -9.8% |
| 1Y | +61.5% | -2.3% | +63.8% | +43.7% |
| All | +61.5% | -2.4% | +63.8% | +43.7% |
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