-21.8%
MOS vs INVH
-4.7%
-17.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -0.9% | -3.1% |
| 7D | -0.4% | -3.1% | +2.8% | -0.3% |
| 30D | +10.0% | -7.5% | +17.4% | +10.0% |
| 3M | +28.2% | -6.3% | +34.4% | +28.5% |
| 6M | -3.1% | +9.4% | -12.5% | -2.3% |
| YTD | +7.4% | +1.4% | +6.0% | +7.3% |
| 1Y | -21.8% | -4.1% | -17.7% | -23.2% |
| All | -21.8% | -4.7% | -17.1% | -23.2% |
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