+1,542.4%
MRVL vs INVH
+75.4%
+1,467.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.1% | +4.1% | +4.1% |
| 7D | +5.6% | -3.0% | +8.6% | +7.3% |
| 30D | +8.8% | -7.5% | +16.3% | +13.1% |
| 3M | -15.9% | -5.5% | -10.3% | -14.3% |
| 6M | +161.3% | +11.7% | +149.5% | +141.1% |
| YTD | +178.2% | +1.3% | +176.9% | +169.3% |
| 1Y | +255.3% | -6.1% | +261.4% | +257.0% |
| 3Y | +323.1% | -9.8% | +332.9% | +326.6% |
| 5Y | +293.2% | -19.7% | +312.9% | +323.8% |
| All | +1,542.4% | +75.4% | +1,467.0% | +1,122.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling