+45.4%
MRK vs INVH
-9.7%
+55.0%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -4.3% | -3.0% | -1.3% | -3.5% |
| 30D | +8.3% | -7.5% | +15.8% | +10.5% |
| 3M | +20.0% | -5.5% | +25.6% | +21.8% |
| 6M | +25.7% | +11.7% | +14.0% | +22.7% |
| YTD | +38.7% | +1.3% | +37.4% | +38.3% |
| 1Y | +74.7% | -6.1% | +80.8% | +77.1% |
| 3Y | +45.4% | -9.8% | +55.1% | +52.0% |
| All | +45.4% | -9.7% | +55.0% | +52.0% |
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 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