+22.9%
DOC vs INVH
+1.1%
+21.8%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.6% | -0.5% | +1.3% |
| 7D | +8.7% | +3.1% | +5.7% | +7.1% |
| 30D | +7.6% | +5.8% | +1.8% | +4.9% |
| 3M | -5.3% | -8.5% | +3.2% | -1.4% |
| 6M | +27.6% | -1.3% | +28.9% | +28.6% |
| YTD | +32.4% | +2.6% | +29.8% | +29.3% |
| 1Y | +22.9% | +0.7% | +22.1% | +19.5% |
| All | +22.9% | +1.1% | +21.8% | +19.5% |
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 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