+54.7%
DOC vs INVH
-4.3%
+59.0%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.6% |
| 7D | -0.9% | -0.9% | 0.0% | -0.3% |
| 30D | +7.7% | +1.2% | +6.6% | +7.1% |
| 3M | -2.0% | -10.4% | +8.4% | +4.6% |
| 6M | +5.9% | -3.6% | +9.5% | +8.1% |
| YTD | +31.8% | -0.1% | +31.9% | +31.1% |
| 1Y | +22.5% | -0.7% | +23.2% | +22.2% |
| 3Y | +54.7% | -4.6% | +59.3% | +47.8% |
| All | +54.7% | -4.3% | +59.0% | +47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling