-20.2%
INVH vs DAR
-9.0%
-11.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.8% | +0.2% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -7.5% | +2.6% | -10.2% | -8.0% |
| 3M | -5.5% | +14.2% | -19.8% | -7.7% |
| 6M | +11.7% | +17.2% | -5.5% | +8.6% |
| YTD | +1.3% | +80.9% | -79.5% | -8.2% |
| 1Y | -6.1% | +104.0% | -110.1% | -17.0% |
| 3Y | -9.8% | +3.6% | -13.4% | -11.7% |
| All | -20.2% | -9.0% | -11.2% | -21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling