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Better Home & Finance Holding Company (BETRW)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

IPO Date

May 11, 2021

Highlights

Total Revenue (TTM)

$136.98M

Gross Profit (TTM)

-$35.77M

EBITDA (TTM)

-$98.27M

Year Range

$0.03 - $0.13

Share Price Chart


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Compare to other instruments

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Popular comparisons:
BETRW vs. GS BETRW vs. OXLC
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Performance

Performance Chart


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S&P 500

Returns By Period

Better Home & Finance Holding Company (BETRW) returned -16.67% year-to-date (YTD) and -8.17% over the past 12 months.


BETRW

YTD

-16.67%

1M

11.23%

6M

42.45%

1Y

-8.17%

3Y*

N/A

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.52%

1M

6.32%

6M

-1.44%

1Y

12.25%

3Y*

12.45%

5Y*

14.20%

10Y*

10.84%

*Annualized

Monthly Returns

The table below presents the monthly returns of BETRW, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-6.58%-46.65%61.54%-6.94%11.23%-16.67%
2024-15.62%8.15%-28.08%-4.76%3.70%14.75%-7.56%-49.45%106.29%2.01%-31.62%50.00%-25.00%
2023-25.93%-52.50%6.21%-6.84%70.21%-40.74%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BETRW is 65, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BETRW is 6565
Overall Rank
The Sharpe Ratio Rank of BETRW is 4545
Sharpe Ratio Rank
The Sortino Ratio Rank of BETRW is 9292
Sortino Ratio Rank
The Omega Ratio Rank of BETRW is 9191
Omega Ratio Rank
The Calmar Ratio Rank of BETRW is 5050
Calmar Ratio Rank
The Martin Ratio Rank of BETRW is 4949
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Better Home & Finance Holding Company (BETRW) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Better Home & Finance Holding Company Sharpe ratios as of May 30, 2025 (values are recalculated daily):

  • 1-Year: -0.09
  • All Time: -0.17

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Better Home & Finance Holding Company compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History


Better Home & Finance Holding Company doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Better Home & Finance Holding Company. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Better Home & Finance Holding Company was 86.17%, occurring on Dec 4, 2023. The portfolio has not yet recovered.

The current Better Home & Finance Holding Company drawdown is 66.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-86.17%Aug 24, 202362Dec 4, 2023
-7.22%Aug 22, 20231Aug 22, 20231Aug 23, 20232
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Financials

Financial Performance

The chart below illustrates the trends in the financial health of Better Home & Finance Holding Company over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Better Home & Finance Holding Company is priced in the market compared to other companies in the Mortgage Finance industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BETRW relative to other companies in the Mortgage Finance industry. Currently, BETRW has a P/S ratio of 0.0. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BETRW in comparison with other companies in the Mortgage Finance industry. Currently, BETRW has a P/B value of 0.0. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items