+80.6%
INVH vs BUD
-7.7%
+88.3%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.8% | +0.2% | -0.4% |
| 7D | -3.1% | +0.8% | -3.9% | -3.4% |
| 30D | -7.1% | -4.8% | -2.3% | -5.7% |
| 3M | -3.0% | +1.4% | -4.3% | -3.5% |
| 6M | +10.1% | +9.9% | +0.2% | +6.5% |
| YTD | +3.8% | +26.3% | -22.5% | -4.0% |
| 1Y | -2.1% | +36.1% | -38.2% | -11.7% |
| 3Y | -7.0% | +48.6% | -55.6% | -19.3% |
| 5Y | -20.6% | +45.0% | -65.6% | -31.8% |
| All | +80.6% | -7.7% | +88.3% | +51.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling