-23.9%
BABA vs INVH
-4.7%
-19.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -1.1% |
| 7D | -2.9% | -3.1% | +0.2% | -3.4% |
| 30D | -15.1% | -7.5% | -7.6% | -16.1% |
| 3M | -5.0% | -6.3% | +1.2% | -6.0% |
| 6M | -19.9% | +9.4% | -29.4% | -19.0% |
| YTD | -25.3% | +1.4% | -26.7% | -25.7% |
| 1Y | -23.9% | -4.1% | -19.8% | -24.2% |
| All | -23.9% | -4.7% | -19.2% | -24.2% |
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