+93.1%
DG vs INVH
+79.4%
+13.7%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.1% | -2.4% | -2.5% |
| 7D | -4.8% | -2.3% | -2.5% | -4.2% |
| 30D | +1.8% | -5.7% | +7.5% | +3.4% |
| 3M | +14.5% | -4.5% | +18.9% | +15.9% |
| 6M | -13.6% | +11.0% | -24.5% | -16.0% |
| YTD | -4.8% | +3.7% | -8.5% | -6.0% |
| 1Y | +21.6% | -2.8% | +24.4% | +22.1% |
| 3Y | +4.5% | -7.1% | +11.6% | +5.0% |
| 5Y | -38.5% | -19.4% | -19.0% | -36.4% |
| All | +93.1% | +79.4% | +13.7% | +55.8% |
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