-36.1%
BBWI vs INVH
-2.4%
-33.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.1% | +2.9% |
| 7D | +1.5% | -2.9% | +4.4% | +2.4% |
| 30D | -5.2% | -6.9% | +1.7% | -3.0% |
| 3M | +11.1% | -2.7% | +13.8% | +12.1% |
| 6M | -13.4% | +8.2% | -21.6% | -14.9% |
| YTD | +0.1% | +4.5% | -4.4% | -2.1% |
| 1Y | -36.1% | -2.3% | -33.8% | -35.6% |
| All | -36.1% | -2.4% | -33.7% | -35.6% |
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