+280.3%
DOCN vs INVH
-1.8%
+282.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | -0.6% | +13.2% | +12.2% |
| 7D | +16.3% | -3.1% | +19.4% | +13.5% |
| 30D | +2.0% | -7.1% | +9.1% | -3.2% |
| 3M | -25.2% | -3.0% | -22.2% | -26.3% |
| 6M | +132.7% | +10.1% | +122.6% | +145.7% |
| YTD | +163.3% | +3.8% | +159.4% | +176.4% |
| 1Y | +280.3% | -2.1% | +282.4% | +302.7% |
| All | +280.3% | -1.8% | +282.1% | +302.7% |
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