+61.6%
DDOG vs INVH
-2.4%
+64.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.6% | -0.9% |
| 7D | -10.1% | -2.9% | -7.2% | -10.5% |
| 30D | -24.8% | -6.9% | -17.9% | -25.5% |
| 3M | -12.6% | -2.7% | -9.9% | -12.8% |
| 6M | +79.9% | +8.2% | +71.7% | +80.9% |
| YTD | +56.6% | +4.5% | +52.1% | +53.8% |
| 1Y | +61.6% | -2.3% | +63.9% | +57.3% |
| All | +61.6% | -2.4% | +64.0% | +57.3% |
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