+82.7%
MET vs INVH
-20.2%
+102.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.4% | +0.4% |
| 7D | -0.5% | -3.0% | +2.5% | +0.7% |
| 30D | +0.5% | -7.5% | +8.0% | +3.7% |
| 3M | +11.6% | -5.5% | +17.1% | +14.0% |
| 6M | +40.8% | +11.7% | +29.1% | +33.8% |
| YTD | +25.7% | +1.3% | +24.3% | +24.2% |
| 1Y | +24.4% | -6.1% | +30.4% | +26.8% |
| 3Y | +67.5% | -9.8% | +77.2% | +72.4% |
| All | +82.7% | -20.2% | +102.9% | +95.6% |
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 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