+12.5%
BND vs INVH
-9.7%
+22.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -1.0% | -3.0% | +2.0% | -0.8% |
| 30D | -1.1% | -7.5% | +6.4% | -0.7% |
| 3M | -1.9% | -5.5% | +3.7% | -1.5% |
| 6M | -1.6% | +11.7% | -13.3% | -2.4% |
| YTD | -1.2% | +1.3% | -2.6% | -1.4% |
| 1Y | -0.7% | -6.1% | +5.3% | -0.5% |
| 3Y | +12.5% | -9.8% | +22.3% | +12.7% |
| All | +12.5% | -9.7% | +22.2% | +12.7% |
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