+56.9%
BNY vs INVH
-4.3%
+61.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -1.3% | -3.0% | +1.7% | -1.2% |
| 30D | -0.2% | -7.5% | +7.4% | +0.2% |
| 3M | +14.9% | -5.5% | +20.5% | +15.0% |
| 6M | +40.0% | +11.7% | +28.3% | +37.1% |
| YTD | +42.0% | +1.3% | +40.6% | +40.6% |
| 1Y | +56.9% | -6.1% | +62.9% | +57.3% |
| All | +56.9% | -4.3% | +61.1% | +57.3% |
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 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