-35.9%
DKS vs INVH
-2.4%
-33.5%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.4% |
| 7D | +3.0% | -2.9% | +5.9% | +3.9% |
| 30D | -30.5% | -6.9% | -23.6% | -29.0% |
| 3M | -35.7% | -2.7% | -33.0% | -34.9% |
| 6M | -29.7% | +8.2% | -37.9% | -30.7% |
| YTD | -28.9% | +4.5% | -33.3% | -29.1% |
| 1Y | -35.9% | -2.3% | -33.6% | -36.1% |
| All | -35.9% | -2.4% | -33.5% | -36.1% |
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