+15.3%
BTDR vs INVH
-20.1%
+35.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.2% | -4.3% | -5.6% |
| 7D | -3.2% | -3.1% | -0.1% | -1.9% |
| 30D | +32.7% | -7.5% | +40.2% | +36.8% |
| 3M | -28.4% | -6.3% | -22.1% | -27.0% |
| 6M | +51.7% | +9.4% | +42.3% | +43.0% |
| YTD | +2.9% | +1.4% | +1.4% | +0.7% |
| 1Y | -15.5% | -4.1% | -11.4% | -15.4% |
| 3Y | 0.0% | -9.2% | +9.2% | +4.4% |
| 5Y | +16.5% | -19.6% | +36.1% | +22.0% |
| All | +15.3% | -20.1% | +35.4% | +20.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling