+416.2%
DHI vs INVH
+75.4%
+340.8%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | -3.4% | -3.0% | -0.4% | -1.5% |
| 30D | -5.4% | -7.5% | +2.1% | -0.7% |
| 3M | -10.4% | -5.5% | -4.9% | -7.2% |
| 6M | -2.8% | +11.7% | -14.5% | -9.4% |
| YTD | -3.4% | +1.3% | -4.7% | -4.7% |
| 1Y | -22.9% | -6.1% | -16.8% | -20.2% |
| 3Y | +20.7% | -9.8% | +30.4% | +25.9% |
| 5Y | +62.1% | -19.7% | +81.8% | +79.9% |
| All | +416.2% | +75.4% | +340.8% | +289.3% |
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 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