+131.9%
BRKR vs INVH
+75.4%
+56.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.2% | -0.2% |
| 7D | -8.7% | -3.0% | -5.7% | -7.3% |
| 30D | -9.9% | -7.5% | -2.3% | -6.6% |
| 3M | -3.1% | -5.5% | +2.4% | -0.8% |
| 6M | +45.5% | +11.7% | +33.8% | +37.0% |
| YTD | +13.7% | +1.3% | +12.3% | +11.8% |
| 1Y | +67.4% | -6.1% | +73.5% | +70.6% |
| 3Y | -13.2% | -9.8% | -3.5% | -11.0% |
| 5Y | -39.5% | -19.7% | -19.8% | -35.1% |
| All | +131.9% | +75.4% | +56.6% | +81.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling