+99.6%
DE vs INVH
-20.2%
+119.8%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.3% | -0.3% |
| 7D | -2.6% | -3.0% | +0.4% | -1.5% |
| 30D | +9.0% | -7.5% | +16.6% | +12.0% |
| 3M | +19.1% | -5.5% | +24.7% | +21.3% |
| 6M | +14.4% | +11.7% | +2.7% | +9.8% |
| YTD | +45.9% | +1.3% | +44.6% | +44.5% |
| 1Y | +43.6% | -6.1% | +49.7% | +46.0% |
| 3Y | +75.9% | -9.8% | +85.6% | +79.3% |
| All | +99.6% | -20.2% | +119.8% | +110.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling