-52.9%
DOCS vs INVH
-21.7%
-31.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | 0.0% |
| 7D | +2.6% | -0.9% | +3.5% | +3.1% |
| 30D | +11.4% | +1.2% | +10.3% | +10.7% |
| 3M | +25.4% | -10.4% | +35.8% | +33.6% |
| 6M | +42.5% | -3.6% | +46.2% | +45.3% |
| YTD | -24.7% | -0.1% | -24.6% | -25.6% |
| 1Y | -32.9% | -0.7% | -32.3% | -33.5% |
| 3Y | +39.6% | -4.6% | +44.2% | +36.3% |
| All | -52.9% | -21.7% | -31.2% | -46.4% |
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