+74.8%
BTI vs INVH
+75.5%
-0.7%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.6% |
| 7D | -2.0% | -3.1% | +1.1% | -1.1% |
| 30D | -3.4% | -7.5% | +4.1% | -1.2% |
| 3M | -9.0% | -6.3% | -2.7% | -7.2% |
| 6M | -5.0% | +9.4% | -14.5% | -7.5% |
| YTD | -0.3% | +1.4% | -1.7% | -1.0% |
| 1Y | +3.1% | -4.1% | +7.2% | +4.0% |
| 3Y | +111.0% | -9.2% | +120.1% | +113.3% |
| 5Y | +117.0% | -19.6% | +136.7% | +124.9% |
| All | +74.8% | +75.5% | -0.7% | +40.2% |
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 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