+60.1%
DOCN vs INVH
-20.4%
+80.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.2% | +3.0% | +2.9% |
| 7D | +1.1% | -2.9% | +4.0% | +3.1% |
| 30D | -9.6% | -6.9% | -2.7% | -5.7% |
| 3M | -37.7% | -2.7% | -35.0% | -37.7% |
| 6M | +115.2% | +8.2% | +107.0% | +96.5% |
| YTD | +133.7% | +4.5% | +129.3% | +116.8% |
| 1Y | +250.2% | -2.3% | +252.5% | +241.0% |
| 3Y | +320.3% | -7.3% | +327.6% | +311.5% |
| All | +60.1% | -20.4% | +80.5% | +93.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling