-58.4%
BLDR vs INVH
-9.6%
-48.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -2.2% | -1.7% | -2.5% |
| 7D | -8.1% | -3.1% | -5.0% | -6.2% |
| 30D | -21.5% | -7.5% | -14.0% | -17.3% |
| 3M | -21.0% | -6.3% | -14.7% | -17.3% |
| 6M | -37.1% | +9.4% | -46.5% | -40.0% |
| YTD | -42.7% | +1.4% | -44.1% | -42.9% |
| 1Y | -58.0% | -4.1% | -53.9% | -56.7% |
| All | -58.4% | -9.6% | -48.8% | -58.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling