-19.6%
INVH vs BUD
+44.8%
-64.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -3.1% | -3.2% | +0.1% | -2.2% |
| 30D | -7.5% | -3.7% | -3.8% | -6.5% |
| 3M | -6.3% | -4.4% | -1.8% | -5.2% |
| 6M | +9.4% | +7.7% | +1.7% | +6.6% |
| YTD | +1.4% | +23.1% | -21.6% | -5.2% |
| 1Y | -4.1% | +33.6% | -37.7% | -12.6% |
| 3Y | -9.2% | +44.7% | -53.9% | -19.9% |
| 5Y | -19.6% | +44.9% | -64.6% | -31.0% |
| All | -19.6% | +44.8% | -64.4% | -31.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling