+21.5%
DBX vs INVH
+60.7%
-39.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.4% | +2.4% |
| 7D | +0.3% | -2.3% | +2.5% | +1.1% |
| 30D | 0.0% | -5.7% | +5.7% | +2.2% |
| 3M | +26.1% | -4.5% | +30.6% | +28.3% |
| 6M | +29.4% | +11.0% | +18.4% | +23.9% |
| YTD | +24.4% | +3.7% | +20.7% | +21.9% |
| 1Y | +10.9% | -2.8% | +13.7% | +11.2% |
| 3Y | +24.1% | -7.1% | +31.2% | +24.5% |
| 5Y | +7.8% | -19.4% | +27.2% | +13.3% |
| All | +21.5% | +60.7% | -39.3% | -13.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling