+10.7%
BB vs INVH
+79.4%
-68.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | +1.8% | -2.3% | +4.1% | +3.0% |
| 30D | -12.2% | -5.7% | -6.5% | -9.8% |
| 3M | -12.3% | -4.5% | -7.9% | -10.7% |
| 6M | +122.7% | +11.0% | +111.7% | +109.3% |
| YTD | +104.5% | +3.7% | +100.8% | +98.2% |
| 1Y | +106.7% | -2.8% | +109.5% | +106.5% |
| 3Y | +70.0% | -7.1% | +77.1% | +71.8% |
| 5Y | -27.8% | -19.4% | -8.3% | -22.0% |
| All | +10.7% | +79.4% | -68.7% | -5.0% |
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