-20.7%
MDLN vs INVH
+6.2%
-26.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.5% |
| 7D | -11.1% | -3.0% | -8.1% | -10.3% |
| 30D | -8.4% | -7.5% | -0.8% | -6.4% |
| 3M | -12.4% | -5.5% | -6.9% | -10.6% |
| 6M | -23.3% | +11.7% | -35.0% | -21.2% |
| YTD | -22.5% | +1.3% | -23.9% | -21.4% |
| All | -20.7% | +6.2% | -26.9% | -19.4% |
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