+171.7%
MPC vs INVH
-8.0%
+179.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +2.4% |
| 7D | +3.9% | -3.1% | +7.0% | +4.6% |
| 30D | +33.8% | -7.1% | +40.8% | +35.9% |
| 3M | +49.9% | -3.0% | +52.8% | +50.5% |
| 6M | +80.9% | +10.1% | +70.8% | +75.4% |
| YTD | +147.4% | +3.8% | +143.6% | +143.4% |
| 1Y | +123.2% | -2.1% | +125.3% | +123.8% |
| 3Y | +171.7% | -7.0% | +178.7% | +170.3% |
| All | +171.7% | -8.0% | +179.8% | +170.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling