+28.8%
DAL vs INVH
-4.7%
+33.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.1% |
| 7D | -0.6% | -3.1% | +2.5% | +0.5% |
| 30D | -13.5% | -7.5% | -6.0% | -11.1% |
| 3M | +2.6% | -6.3% | +8.9% | +4.9% |
| 6M | +32.7% | +9.4% | +23.2% | +29.9% |
| YTD | +13.6% | +1.4% | +12.2% | +12.6% |
| 1Y | +28.8% | -4.1% | +32.9% | +28.9% |
| All | +28.8% | -4.7% | +33.5% | +28.9% |
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