+514.3%
MRNA vs INVH
-4.5%
+518.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +0.8% | -2.8% | +3.6% | +2.9% |
| 30D | +131.7% | -8.9% | +140.6% | +146.6% |
| 3M | +193.9% | -6.1% | +200.0% | +212.4% |
| 6M | +179.1% | +12.9% | +166.2% | +178.3% |
| YTD | +397.4% | +1.5% | +395.9% | +419.3% |
| All | +514.3% | -4.5% | +518.8% | +538.5% |
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 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