+4.1%
BBWI vs INVH
+1.1%
+3.0%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +3.6% | +0.5% | +2.7% |
| 7D | +8.8% | +3.1% | +5.7% | +7.5% |
| 30D | +34.8% | +5.8% | +29.0% | +32.1% |
| 3M | +12.9% | -8.5% | +21.4% | +16.2% |
| 6M | +29.6% | -1.3% | +30.9% | +30.5% |
| YTD | +20.8% | +2.6% | +18.2% | +18.0% |
| 1Y | +4.1% | +0.7% | +3.4% | -6.6% |
| All | +4.1% | +1.1% | +3.0% | -6.6% |
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 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