+212.8%
RDDT vs INVH
-13.3%
+226.1%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | +2.1% | -3.0% | +5.1% | +2.3% |
| 30D | +2.8% | -7.5% | +10.3% | +3.4% |
| 3M | -8.9% | -5.5% | -3.4% | -8.5% |
| 6M | +15.1% | +11.7% | +3.4% | +14.1% |
| YTD | -31.4% | +1.3% | -32.7% | -31.2% |
| 1Y | -39.4% | -6.1% | -33.4% | -38.6% |
| All | +212.8% | -13.3% | +226.1% | +224.8% |
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