+39.6%
BA vs INVH
+80.8%
-41.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +1.0% |
| 7D | +1.2% | -2.9% | +4.1% | +3.0% |
| 30D | -11.6% | -6.9% | -4.7% | -7.7% |
| 3M | -2.4% | -2.7% | +0.3% | -1.2% |
| 6M | -6.6% | +8.2% | -14.8% | -11.7% |
| YTD | -2.2% | +4.5% | -6.7% | -6.0% |
| 1Y | -8.0% | -2.3% | -5.7% | -8.1% |
| 3Y | -5.0% | -7.3% | +2.3% | -5.5% |
| 5Y | -2.7% | -20.5% | +17.8% | +6.0% |
| All | +39.6% | +80.8% | -41.2% | -4.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling