-9.8%
INVH vs BBAI
+64.9%
-74.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.8% | -0.1% |
| 7D | -3.0% | -1.7% | -1.3% | -3.0% |
| 30D | -7.5% | -12.0% | +4.4% | -7.3% |
| 3M | -5.5% | -30.7% | +25.1% | -4.9% |
| 6M | +11.7% | -30.7% | +42.4% | +12.3% |
| YTD | +1.3% | -46.9% | +48.2% | +2.3% |
| 1Y | -6.1% | -41.1% | +35.0% | -5.8% |
| 3Y | -9.8% | +65.9% | -75.7% | -22.4% |
| All | -9.8% | +64.9% | -74.7% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 3y: compounded portfolio wealth divided by compounded BBAI 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…
3y analysis · Full analysis span regression · 6 months rolling