+46.3%
MDY vs INVH
-20.2%
+66.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.9% | -3.0% | +1.1% | -0.6% |
| 30D | -4.6% | -7.5% | +2.9% | -1.4% |
| 3M | -1.2% | -5.5% | +4.3% | +0.9% |
| 6M | +9.2% | +11.7% | -2.5% | +3.2% |
| YTD | +13.1% | +1.3% | +11.7% | +11.3% |
| 1Y | +13.0% | -6.1% | +19.1% | +15.2% |
| 3Y | +49.2% | -9.8% | +59.0% | +52.6% |
| All | +46.3% | -20.2% | +66.5% | +59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling