+76.2%
INVH vs BUD
-9.4%
+85.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.8% | -0.3% |
| 7D | -3.0% | -2.6% | -0.4% | -2.2% |
| 30D | -7.5% | -1.2% | -6.3% | -7.2% |
| 3M | -5.5% | -4.9% | -0.6% | -4.2% |
| 6M | +11.7% | +9.3% | +2.4% | +8.2% |
| YTD | +1.3% | +24.0% | -22.6% | -5.8% |
| 1Y | -6.1% | +34.5% | -40.6% | -15.0% |
| 3Y | -9.8% | +43.7% | -53.4% | -20.9% |
| 5Y | -19.7% | +46.0% | -65.7% | -31.2% |
| All | +76.2% | -9.4% | +85.7% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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