-8.8%
BURL vs INVH
+1.9%
-10.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.4% | +3.8% | +4.1% |
| 7D | +7.7% | +1.3% | +6.4% | +7.3% |
| 30D | -7.1% | +1.5% | -8.7% | -7.5% |
| 3M | -30.3% | -9.4% | -20.9% | -28.9% |
| 6M | -15.5% | -3.3% | -12.3% | -14.7% |
| YTD | -11.0% | +1.2% | -12.2% | -10.3% |
| All | -8.8% | +1.9% | -10.8% | -9.0% |
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