+96.4%
DOCU vs INVH
-4.3%
+100.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | +4.1% | -0.9% | +5.0% | +4.3% |
| 30D | +7.4% | +1.2% | +6.2% | +7.0% |
| 3M | +26.0% | -10.4% | +36.4% | +29.1% |
| 6M | +79.2% | -3.6% | +82.8% | +81.0% |
| YTD | +18.1% | -0.1% | +18.2% | +18.0% |
| 1Y | +20.5% | -0.7% | +21.2% | +20.7% |
| 3Y | +96.4% | -4.6% | +101.0% | +87.3% |
| All | +96.4% | -4.3% | +100.7% | +87.3% |
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