-18.3%
MKC vs INVH
+1.1%
-19.4%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.6% | +1.8% | +3.4% |
| 7D | +9.6% | +3.1% | +6.5% | +7.8% |
| 30D | +12.0% | +5.8% | +6.2% | +8.9% |
| 3M | -2.0% | -8.5% | +6.5% | +2.2% |
| 6M | +7.2% | -1.3% | +8.6% | +8.7% |
| YTD | -23.7% | +2.6% | -26.3% | -23.8% |
| 1Y | -18.3% | +0.7% | -19.0% | -18.0% |
| All | -18.3% | +1.1% | -19.4% | -18.0% |
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