+36.9%
BEN vs INVH
+75.4%
-38.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -3.1% | -3.0% | -0.1% | -1.6% |
| 30D | +0.2% | -7.5% | +7.7% | +4.2% |
| 3M | +6.8% | -5.5% | +12.4% | +9.7% |
| 6M | +38.1% | +11.7% | +26.4% | +29.8% |
| YTD | +44.3% | +1.3% | +43.0% | +42.2% |
| 1Y | +42.6% | -6.1% | +48.6% | +45.9% |
| 3Y | +52.3% | -9.8% | +62.1% | +57.3% |
| 5Y | +37.6% | -19.7% | +57.3% | +49.1% |
| All | +36.9% | +75.4% | -38.5% | +3.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling