-11.1%
DASH vs INVH
-0.2%
-10.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.2% |
| 7D | -10.2% | -2.5% | -7.7% | -9.8% |
| 30D | -8.2% | +0.7% | -8.9% | -8.4% |
| 3M | -15.9% | -8.8% | -7.2% | -15.2% |
| 6M | +13.3% | -5.0% | +18.3% | +14.3% |
| YTD | -21.3% | 0.0% | -21.3% | -22.0% |
| 1Y | -11.1% | -1.9% | -9.3% | -13.7% |
| All | -11.1% | -0.2% | -10.9% | -13.7% |
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 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