+157.8%
ALLE vs INVH
+79.4%
+78.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.6% | -2.7% |
| 7D | -2.2% | -2.3% | +0.1% | -1.1% |
| 30D | -8.3% | -5.7% | -2.6% | -5.8% |
| 3M | +16.3% | -4.5% | +20.7% | +18.7% |
| 6M | +1.8% | +11.0% | -9.2% | -3.4% |
| YTD | -3.9% | +3.7% | -7.6% | -6.2% |
| 1Y | -10.0% | -2.8% | -7.2% | -9.5% |
| 3Y | +45.8% | -7.1% | +53.0% | +47.4% |
| 5Y | +13.3% | -19.4% | +32.7% | +21.1% |
| All | +157.8% | +79.4% | +78.3% | +93.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling