+55.9%
BWA vs INVH
-2.4%
+58.3%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.8% |
| 7D | +5.7% | -2.9% | +8.6% | +5.6% |
| 30D | +1.4% | -6.9% | +8.3% | +1.4% |
| 3M | -12.1% | -2.7% | -9.4% | -12.6% |
| 6M | +28.6% | +8.2% | +20.4% | +25.0% |
| YTD | +51.1% | +4.5% | +46.6% | +48.7% |
| 1Y | +55.9% | -2.3% | +58.2% | +57.6% |
| All | +55.9% | -2.4% | +58.3% | +57.6% |
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