+72.2%
DOCU vs INVH
+55.2%
+17.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.2% | +3.9% | +3.8% |
| 7D | +6.9% | -2.9% | +9.8% | +8.3% |
| 30D | +19.0% | -6.9% | +25.9% | +23.0% |
| 3M | +34.3% | -2.7% | +37.0% | +36.0% |
| 6M | +48.0% | +8.2% | +39.8% | +42.0% |
| YTD | 0.0% | +4.5% | -4.4% | -3.0% |
| 1Y | -10.3% | -2.3% | -8.0% | -10.3% |
| 3Y | +32.4% | -7.3% | +39.7% | +32.9% |
| 5Y | -77.9% | -20.5% | -57.5% | -76.3% |
| All | +72.2% | +55.2% | +17.0% | +42.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling