-10.8%
MDLN vs INVH
+9.5%
-20.3%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | +3.7% | -2.9% | +6.6% | +4.5% |
| 30D | -0.2% | -6.9% | +6.7% | +1.7% |
| 3M | +6.2% | -2.7% | +8.9% | +7.4% |
| 6M | -14.7% | +8.2% | -22.9% | -14.3% |
| YTD | -12.9% | +4.5% | -17.3% | -12.3% |
| All | -10.8% | +9.5% | -20.3% | -10.2% |
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