+45.9%
BIIB vs INVH
-4.3%
+50.2%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.7% | -3.0% | +1.3% | -1.2% |
| 30D | +4.0% | -7.5% | +11.5% | +5.3% |
| 3M | +8.6% | -5.5% | +14.1% | +10.0% |
| 6M | +14.0% | +11.7% | +2.3% | +14.4% |
| YTD | +23.4% | +1.3% | +22.1% | +24.2% |
| 1Y | +45.9% | -6.1% | +52.0% | +49.8% |
| All | +45.9% | -4.3% | +50.2% | +49.8% |
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 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