+1,478.8%
MRVL vs INVH
+75.5%
+1,403.3%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.2% | -1.2% | -2.3% |
| 7D | +8.7% | -3.1% | +11.8% | +10.5% |
| 30D | +6.9% | -7.5% | +14.4% | +11.2% |
| 3M | -10.1% | -6.3% | -3.8% | -8.1% |
| 6M | +143.4% | +9.4% | +134.0% | +127.2% |
| YTD | +167.5% | +1.4% | +166.1% | +158.8% |
| 1Y | +239.0% | -4.1% | +243.1% | +236.4% |
| 3Y | +311.0% | -9.2% | +320.2% | +312.9% |
| 5Y | +278.0% | -19.6% | +297.6% | +307.2% |
| All | +1,478.8% | +75.5% | +1,403.3% | +1,074.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling