-31.9%
ALHC vs INVH
-20.2%
-11.7%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -6.9% | -3.0% | -3.9% | -5.4% |
| 30D | -6.7% | -7.5% | +0.8% | -2.9% |
| 3M | -37.7% | -5.5% | -32.2% | -36.0% |
| 6M | -30.0% | +11.7% | -41.7% | -33.6% |
| YTD | -36.2% | +1.3% | -37.5% | -36.8% |
| 1Y | -22.9% | -6.1% | -16.8% | -20.8% |
| 3Y | +138.4% | -9.8% | +148.1% | +143.1% |
| All | -31.9% | -20.2% | -11.7% | -23.6% |
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