-19.2%
DOCU vs INVH
-2.1%
-17.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.8% | -1.0% |
| 7D | -1.4% | -2.3% | +0.9% | -1.4% |
| 30D | +8.1% | -5.7% | +13.8% | +8.3% |
| 3M | +43.0% | -4.5% | +47.5% | +43.3% |
| 6M | +32.4% | +11.0% | +21.4% | +35.1% |
| YTD | -5.8% | +3.7% | -9.5% | -5.1% |
| 1Y | -19.2% | -2.8% | -16.4% | -20.6% |
| All | -19.2% | -2.1% | -17.1% | -20.6% |
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