-11.2%
DASH vs INVH
+0.5%
-11.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.1% | -1.4% |
| 7D | -2.8% | +1.8% | -4.6% | -3.1% |
| 30D | -9.3% | +1.1% | -10.4% | -9.5% |
| 3M | -15.1% | -8.3% | -6.7% | -14.5% |
| 6M | +8.7% | -3.7% | +12.4% | +9.5% |
| YTD | -21.3% | +0.8% | -22.1% | -22.1% |
| All | -11.2% | +0.5% | -11.7% | -13.8% |
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