+75.2%
DDOG vs INVH
+11.0%
+64.3%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | -0.1% | +7.3% | +7.1% |
| 7D | +7.7% | -2.3% | +10.0% | +7.5% |
| 30D | -13.6% | -5.7% | -7.9% | -13.9% |
| 3M | -0.9% | -4.5% | +3.6% | -1.1% |
| 6M | +75.2% | +11.0% | +64.3% | +69.3% |
| All | +75.2% | +11.0% | +64.3% | +69.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling