+9.5%
MCHP vs INVH
+0.2%
+9.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.9% | 0.0% | -13.9% | -13.9% |
| 7D | -20.1% | +3.5% | -23.5% | -19.7% |
| 30D | -20.2% | +4.4% | -24.6% | -19.8% |
| 3M | -16.1% | -8.6% | -7.5% | -16.6% |
| 6M | -33.4% | -1.7% | -31.7% | -34.3% |
| YTD | +3.5% | +2.6% | +1.0% | +0.7% |
| 1Y | +9.5% | +1.5% | +7.9% | +6.3% |
| All | +9.5% | +0.2% | +9.3% | +6.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling