+977.1%
BE vs INVH
+53.7%
+923.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.7% | -2.8% |
| 7D | +23.9% | -2.3% | +26.2% | +25.7% |
| 30D | +27.8% | -5.7% | +33.6% | +32.6% |
| 3M | +3.7% | -4.5% | +8.2% | +4.7% |
| 6M | +78.0% | +11.0% | +67.0% | +60.5% |
| YTD | +209.9% | +3.7% | +206.2% | +190.3% |
| 1Y | +389.6% | -2.8% | +392.4% | +377.8% |
| 3Y | +1,730.6% | -7.1% | +1,737.7% | +1,716.8% |
| 5Y | +1,227.8% | -19.4% | +1,247.2% | +1,373.1% |
| All | +977.1% | +53.7% | +923.4% | +633.8% |
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