+39.6%
DOCS vs INVH
-4.3%
+43.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.1% |
| 7D | +2.6% | -0.9% | +3.5% | +2.9% |
| 30D | +11.4% | +1.2% | +10.3% | +11.0% |
| 3M | +25.4% | -10.4% | +35.8% | +30.2% |
| 6M | +42.5% | -3.6% | +46.2% | +44.4% |
| YTD | -24.7% | -0.1% | -24.6% | -24.9% |
| 1Y | -32.9% | -0.7% | -32.3% | -32.9% |
| 3Y | +39.6% | -4.6% | +44.2% | +31.3% |
| All | +39.6% | -4.3% | +43.9% | +31.3% |
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