+76.2%
INVH vs DAR
+440.8%
-364.5%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.3% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -7.5% | +2.6% | -10.2% | -8.2% |
| 3M | -5.5% | +14.2% | -19.8% | -8.7% |
| 6M | +11.7% | +17.2% | -5.5% | +7.1% |
| YTD | +1.3% | +80.9% | -79.5% | -12.1% |
| 1Y | -6.1% | +104.0% | -110.1% | -21.2% |
| 3Y | -9.8% | +3.6% | -13.4% | -13.6% |
| 5Y | -19.7% | -7.8% | -11.9% | -23.8% |
| All | +76.2% | +440.8% | -364.5% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 10y: compounded portfolio wealth divided by compounded DAR 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…
10y analysis · Full analysis span regression · 6 months rolling