+30.4%
DGX vs INVH
-4.3%
+34.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.7% |
| 7D | -0.9% | -3.0% | +2.1% | +0.4% |
| 30D | -1.2% | -7.5% | +6.4% | +2.2% |
| 3M | +15.8% | -5.5% | +21.3% | +18.4% |
| 6M | +18.2% | +11.7% | +6.5% | +12.2% |
| YTD | +37.2% | +1.3% | +35.9% | +35.6% |
| 1Y | +30.4% | -6.1% | +36.4% | +37.9% |
| All | +30.4% | -4.3% | +34.6% | +37.9% |
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