+279.7%
DRI vs INVH
+79.4%
+200.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -4.8% | -2.3% | -2.5% | -3.5% |
| 30D | -3.9% | -5.7% | +1.8% | -0.7% |
| 3M | +5.1% | -4.5% | +9.5% | +7.6% |
| 6M | +5.5% | +11.0% | -5.5% | -1.2% |
| YTD | +16.5% | +3.7% | +12.8% | +12.9% |
| 1Y | +2.0% | -2.8% | +4.8% | +2.4% |
| 3Y | +54.5% | -7.1% | +61.6% | +55.6% |
| 5Y | +66.6% | -19.4% | +86.0% | +79.0% |
| All | +279.7% | +79.4% | +200.3% | +156.0% |
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