+62.1%
DAL vs INVH
+1.1%
+61.0%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +3.6% | +3.5% | +5.5% |
| 7D | +11.1% | +3.1% | +8.0% | +9.6% |
| 30D | +7.7% | +5.8% | +1.9% | +5.1% |
| 3M | -3.5% | -8.5% | +5.0% | -0.2% |
| 6M | +31.3% | -1.3% | +32.7% | +32.0% |
| YTD | +30.0% | +2.6% | +27.4% | +28.2% |
| 1Y | +62.1% | +0.7% | +61.4% | +59.0% |
| All | +62.1% | +1.1% | +61.0% | +59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 1y: compounded portfolio wealth divided by compounded INVH 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…
1y analysis · Full analysis span regression · 6 months rolling