+80.6%
INVH vs DAR
+457.4%
-376.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.9% | -3.5% | -1.2% |
| 7D | -3.1% | -0.9% | -2.3% | -3.0% |
| 30D | -7.1% | +13.0% | -20.0% | -9.7% |
| 3M | -3.0% | +15.0% | -18.0% | -6.3% |
| 6M | +10.1% | +26.8% | -16.7% | +3.7% |
| YTD | +3.8% | +86.4% | -82.6% | -10.5% |
| 1Y | -2.1% | +115.1% | -117.2% | -18.8% |
| 3Y | -7.0% | +14.6% | -21.6% | -13.2% |
| 5Y | -20.6% | -8.8% | -11.8% | -24.3% |
| All | +80.6% | +457.4% | -376.8% | +1.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling