-33.5%
MELI vs INVH
+0.2%
-33.7%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | 0.0% | -12.0% | -12.0% |
| 7D | -7.8% | +3.5% | -11.3% | -8.4% |
| 30D | -17.6% | +4.4% | -22.1% | -18.3% |
| 3M | -20.4% | -8.6% | -11.8% | -19.4% |
| 6M | -15.8% | -1.7% | -14.1% | -15.4% |
| YTD | -24.0% | +2.6% | -26.6% | -24.0% |
| 1Y | -33.5% | +1.5% | -35.1% | -31.6% |
| All | -33.5% | +0.2% | -33.7% | -31.6% |
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