+38.8%
BEN vs INVH
+79.4%
-40.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | +3.4% | -2.3% | +5.7% | +4.6% |
| 30D | +1.8% | -5.7% | +7.5% | +4.8% |
| 3M | +8.4% | -4.5% | +12.8% | +10.6% |
| 6M | +35.6% | +11.0% | +24.7% | +27.9% |
| YTD | +46.4% | +3.7% | +42.7% | +42.5% |
| 1Y | +46.3% | -2.8% | +49.2% | +47.1% |
| 3Y | +54.6% | -7.1% | +61.8% | +57.4% |
| 5Y | +39.4% | -19.4% | +58.8% | +50.6% |
| All | +38.8% | +79.4% | -40.7% | +4.1% |
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