+76.0%
BTI vs INVH
+75.4%
+0.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.2% | -3.0% | +2.8% | +0.7% |
| 30D | -1.1% | -7.5% | +6.4% | +1.2% |
| 3M | -8.8% | -5.5% | -3.2% | -7.2% |
| 6M | -4.0% | +11.7% | -15.7% | -7.0% |
| YTD | +0.4% | +1.3% | -1.0% | -0.3% |
| 1Y | +1.9% | -6.1% | +8.0% | +3.5% |
| 3Y | +108.5% | -9.8% | +118.3% | +111.3% |
| 5Y | +118.5% | -19.7% | +138.2% | +126.5% |
| All | +76.0% | +75.4% | +0.7% | +41.2% |
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