-46.9%
ALNY vs INVH
-4.3%
-42.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | -6.5% | -3.0% | -3.6% | -6.1% |
| 30D | +11.0% | -7.5% | +18.6% | +12.3% |
| 3M | -14.1% | -5.5% | -8.5% | -12.9% |
| 6M | -22.4% | +11.7% | -34.1% | -19.0% |
| YTD | -37.5% | +1.3% | -38.8% | -36.2% |
| 1Y | -46.9% | -6.1% | -40.9% | -45.8% |
| All | -46.9% | -4.3% | -42.6% | -45.8% |
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 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