-0.3%
BA vs INVH
-8.0%
+7.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | +2.5% | -3.1% | +5.6% | +3.2% |
| 30D | -10.1% | -7.1% | -3.0% | -8.6% |
| 3M | -2.4% | -3.0% | +0.6% | -1.8% |
| 6M | -8.8% | +10.1% | -18.9% | -11.1% |
| YTD | -2.9% | +3.8% | -6.8% | -4.2% |
| 1Y | -8.8% | -2.1% | -6.7% | -8.6% |
| 3Y | -0.3% | -7.0% | +6.8% | -1.6% |
| All | -0.3% | -8.0% | +7.8% | -1.6% |
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