-28.0%
DHR vs INVH
-20.2%
-7.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -3.6% | -3.0% | -0.6% | -2.2% |
| 30D | -2.7% | -7.5% | +4.8% | +0.9% |
| 3M | +10.9% | -5.5% | +16.5% | +13.9% |
| 6M | +3.0% | +11.7% | -8.7% | -2.4% |
| YTD | -12.2% | +1.3% | -13.5% | -13.2% |
| 1Y | +3.3% | -6.1% | +9.4% | +5.9% |
| 3Y | -8.2% | -9.8% | +1.6% | -6.0% |
| All | -28.0% | -20.2% | -7.9% | -20.7% |
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