+102.6%
BB vs INVH
-2.4%
+105.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -5.6% | -2.9% | -2.7% | -5.5% |
| 30D | -11.8% | -6.9% | -4.9% | -11.3% |
| 3M | -25.5% | -2.7% | -22.8% | -25.7% |
| 6M | +121.3% | +8.2% | +113.1% | +115.3% |
| YTD | +103.2% | +4.5% | +98.7% | +97.5% |
| 1Y | +102.6% | -2.3% | +104.9% | +102.3% |
| All | +102.6% | -2.4% | +105.0% | +102.3% |
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