-23.1%
DASH vs INVH
-2.1%
-21.0%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -12.8% | -2.3% | -10.5% | -12.6% |
| 30D | -6.0% | -5.7% | -0.3% | -5.4% |
| 3M | +26.7% | -4.5% | +31.2% | +27.5% |
| 6M | +11.7% | +11.0% | +0.7% | +12.3% |
| YTD | -12.9% | +3.7% | -16.6% | -13.6% |
| 1Y | -23.1% | -2.8% | -20.3% | -22.2% |
| All | -23.1% | -2.1% | -21.0% | -22.2% |
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