+429.1%
DINO vs INVH
+75.4%
+353.7%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +2.3% | -3.0% | +5.3% | +3.5% |
| 30D | +22.6% | -7.5% | +30.2% | +26.3% |
| 3M | +55.2% | -5.5% | +60.8% | +58.2% |
| 6M | +93.8% | +11.7% | +82.1% | +83.8% |
| YTD | +139.5% | +1.3% | +138.2% | +135.7% |
| 1Y | +115.3% | -6.1% | +121.4% | +118.1% |
| 3Y | +98.8% | -9.8% | +108.6% | +102.2% |
| 5Y | +333.5% | -19.7% | +353.2% | +355.5% |
| All | +429.1% | +75.4% | +353.7% | +299.5% |
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