+40.6%
BP vs INVH
-4.3%
+44.9%
-23.2%
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 | +5.2% | -3.0% | +8.2% | +4.7% |
| 30D | +8.7% | -7.5% | +16.2% | +7.4% |
| 3M | +9.3% | -5.5% | +14.9% | +8.5% |
| 6M | +13.6% | +11.7% | +1.9% | +15.1% |
| YTD | +37.7% | +1.3% | +36.3% | +39.2% |
| 1Y | +40.6% | -6.1% | +46.7% | +40.7% |
| All | +40.6% | -4.3% | +44.9% | +40.7% |
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 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