-23.7%
MARA vs IJH
+14.9%
-38.6%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.8% | +4.0% | +2.7% |
| 7D | +5.9% | -1.9% | +7.8% | +11.3% |
| 30D | +24.3% | -4.6% | +28.9% | +41.2% |
| 3M | -12.0% | -1.2% | -10.8% | -8.8% |
| 6M | +40.1% | +9.4% | +30.7% | +12.3% |
| YTD | +33.4% | +13.3% | +20.1% | 0.0% |
| 1Y | -23.7% | +13.4% | -37.1% | -42.9% |
| All | -23.7% | +14.9% | -38.6% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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