-42.2%
DIS vs INVH
-20.4%
-21.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | -3.5% | -2.3% | -1.2% | -2.5% |
| 30D | +1.0% | -5.7% | +6.7% | +3.6% |
| 3M | +5.7% | -4.5% | +10.2% | +7.8% |
| 6M | +3.3% | +11.0% | -7.7% | -1.5% |
| YTD | -7.7% | +3.7% | -11.4% | -9.5% |
| 1Y | -10.0% | -2.8% | -7.1% | -9.2% |
| 3Y | +31.7% | -7.1% | +38.9% | +33.1% |
| 5Y | -42.2% | -19.4% | -22.8% | -39.0% |
| All | -42.2% | -20.4% | -21.8% | -39.0% |
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