+3,049.3%
DELL vs INVH
+75.5%
+2,973.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.2% | -3.1% | -4.5% |
| 7D | -1.9% | -3.1% | +1.2% | -0.6% |
| 30D | +14.9% | -7.5% | +22.4% | +18.2% |
| 3M | +37.2% | -6.3% | +43.5% | +39.8% |
| 6M | +254.0% | +9.4% | +244.5% | +236.3% |
| YTD | +306.1% | +1.4% | +304.7% | +297.5% |
| 1Y | +312.3% | -4.1% | +316.4% | +312.3% |
| 3Y | +654.0% | -9.2% | +663.2% | +658.8% |
| 5Y | +1,055.3% | -19.6% | +1,075.0% | +1,112.3% |
| All | +3,049.3% | +75.5% | +2,973.8% | +2,216.5% |
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