+253.1%
DOV vs INVH
+79.4%
+173.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.1% | -1.6% | -1.6% |
| 7D | +1.3% | -2.3% | +3.6% | +2.5% |
| 30D | -8.6% | -5.7% | -2.9% | -5.9% |
| 3M | -13.1% | -4.5% | -8.7% | -11.4% |
| 6M | -8.8% | +11.0% | -19.8% | -14.2% |
| YTD | -1.2% | +3.7% | -4.9% | -4.0% |
| 1Y | +10.7% | -2.8% | +13.6% | +11.1% |
| 3Y | +39.3% | -7.1% | +46.4% | +40.4% |
| 5Y | +16.4% | -19.4% | +35.9% | +25.1% |
| All | +253.1% | +79.4% | +173.7% | +154.3% |
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 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