+31.0%
BABA vs INVH
-7.6%
+38.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.9% |
| 7D | -2.2% | -2.3% | +0.1% | -1.9% |
| 30D | -17.3% | -5.7% | -11.6% | -16.8% |
| 3M | -7.8% | -4.5% | -3.3% | -7.4% |
| 6M | -16.8% | +11.0% | -27.7% | -18.3% |
| YTD | -24.7% | +3.7% | -28.4% | -25.3% |
| 1Y | -24.9% | -2.8% | -22.1% | -24.6% |
| All | +31.0% | -7.6% | +38.6% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling