-12.3%
BA vs INVH
-2.8%
-9.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.5% |
| 7D | -0.6% | -3.3% | +2.8% | +0.3% |
| 30D | -8.0% | +0.2% | -8.2% | -8.0% |
| 3M | -25.8% | -9.5% | -16.3% | -24.0% |
| 6M | -27.6% | -4.3% | -23.2% | -27.0% |
| YTD | -21.0% | -0.8% | -20.2% | -21.3% |
| 1Y | -12.3% | -3.6% | -8.6% | -11.1% |
| All | -12.3% | -2.8% | -9.4% | -11.1% |
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