-69.4%
BTDR vs INVH
+1.1%
-70.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +3.6% | -9.3% | -5.1% |
| 7D | -17.6% | +3.1% | -20.6% | -17.1% |
| 30D | -40.3% | +5.8% | -46.1% | -40.0% |
| 3M | -42.6% | -8.5% | -34.1% | -41.7% |
| 6M | -46.3% | -1.3% | -45.0% | -47.6% |
| YTD | -41.7% | +2.6% | -44.3% | -46.2% |
| 1Y | -69.4% | +0.7% | -70.1% | -70.6% |
| All | -69.4% | +1.1% | -70.5% | -70.6% |
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