+1,264.4%
BE vs INVH
-20.2%
+1,284.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.1% | +6.7% | +6.7% |
| 7D | +9.0% | -3.0% | +12.0% | +11.2% |
| 30D | +16.3% | -7.5% | +23.8% | +21.9% |
| 3M | +10.8% | -5.5% | +16.3% | +12.4% |
| 6M | +73.2% | +11.7% | +61.5% | +54.4% |
| YTD | +217.4% | +1.3% | +216.0% | +200.5% |
| 1Y | +309.8% | -6.1% | +315.9% | +310.8% |
| 3Y | +1,726.2% | -9.8% | +1,735.9% | +1,731.9% |
| All | +1,264.4% | -20.2% | +1,284.6% | +1,460.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling