+18.4%
BBIO vs INVH
+0.1%
+18.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.1% |
| 7D | -0.9% | +2.0% | -2.9% | -1.0% |
| 30D | +11.7% | +4.8% | +6.9% | +11.4% |
| 3M | -10.3% | -9.8% | -0.5% | -10.2% |
| 6M | +9.1% | -3.7% | +12.8% | +8.8% |
| YTD | -2.9% | +0.8% | -3.7% | -3.6% |
| 1Y | +18.4% | +1.9% | +16.5% | +18.9% |
| All | +18.4% | +0.1% | +18.3% | +18.9% |
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