+98.6%
DAL vs INVH
-20.4%
+119.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | +0.8% | -2.3% | +3.1% | +2.0% |
| 30D | -11.7% | -5.7% | -6.0% | -9.1% |
| 3M | -2.7% | -4.5% | +1.7% | -0.6% |
| 6M | +30.7% | +11.0% | +19.7% | +23.8% |
| YTD | +14.4% | +3.7% | +10.7% | +11.8% |
| 1Y | +31.2% | -2.8% | +34.0% | +32.2% |
| 3Y | +99.4% | -7.1% | +106.6% | +102.8% |
| 5Y | +98.6% | -19.4% | +118.0% | +123.7% |
| All | +98.6% | -20.4% | +119.0% | +123.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling