+23.3%
DOC vs INVH
+0.1%
+23.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.5% |
| 7D | +6.5% | +2.0% | +4.4% | +5.4% |
| 30D | +9.2% | +4.8% | +4.4% | +6.9% |
| 3M | -2.5% | -9.8% | +7.3% | +2.1% |
| 6M | +7.1% | -3.7% | +10.7% | +9.1% |
| YTD | +33.0% | +0.8% | +32.2% | +30.9% |
| 1Y | +23.3% | +1.9% | +21.4% | +20.0% |
| All | +23.3% | +0.1% | +23.1% | +20.0% |
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 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