+52.7%
DRAM vs INVH
+10.4%
+42.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.6% | -1.8% |
| 7D | +7.9% | -0.9% | +8.8% | +6.6% |
| 30D | -15.4% | +1.2% | -16.6% | -13.4% |
| 3M | -25.5% | -10.4% | -15.1% | -35.8% |
| 6M | -22.3% | -3.6% | -18.6% | -25.3% |
| All | +52.7% | +10.4% | +42.4% | +54.8% |
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