-55.0%
DOCN vs INVH
-3.7%
-51.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +0.3% |
| 7D | -19.2% | +2.0% | -21.2% | -16.7% |
| 30D | -43.1% | +4.8% | -47.8% | -39.2% |
| 3M | -40.7% | -9.8% | -30.9% | -48.5% |
| 6M | -55.0% | -3.7% | -51.3% | -58.0% |
| All | -55.0% | -3.7% | -51.3% | -58.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling