+44.6%
DXCM vs INVH
+1.1%
+43.6%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +3.6% | +3.0% | +5.5% |
| 7D | +12.5% | +3.1% | +9.5% | +11.5% |
| 30D | +1.8% | +5.8% | -4.0% | +0.2% |
| 3M | +1.8% | -8.5% | +10.3% | +4.3% |
| 6M | +47.4% | -1.3% | +48.7% | +48.3% |
| YTD | +33.3% | +2.6% | +30.7% | +32.5% |
| 1Y | +44.6% | +0.7% | +43.9% | +46.1% |
| All | +44.6% | +1.1% | +43.6% | +46.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling