+17.8%
DOV vs INVH
-20.2%
+38.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -2.0% | -3.0% | +1.0% | -0.7% |
| 30D | -8.9% | -7.5% | -1.4% | -5.8% |
| 3M | -13.3% | -5.5% | -7.7% | -11.3% |
| 6M | -9.7% | +11.7% | -21.4% | -14.5% |
| YTD | -2.5% | +1.3% | -3.8% | -3.8% |
| 1Y | +7.2% | -6.1% | +13.3% | +9.4% |
| 3Y | +39.4% | -9.8% | +49.2% | +42.2% |
| All | +17.8% | -20.2% | +38.0% | +27.5% |
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