+36.1%
MRNA vs INVH
-9.7%
+45.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -1.1% | -3.0% | +1.9% | +0.4% |
| 30D | +126.1% | -7.5% | +133.6% | +135.6% |
| 3M | +190.0% | -5.5% | +195.6% | +199.8% |
| 6M | +157.2% | +11.7% | +145.5% | +149.8% |
| YTD | +388.2% | +1.3% | +386.9% | +390.1% |
| 1Y | +467.0% | -6.1% | +473.1% | +484.8% |
| 3Y | +36.1% | -9.8% | +45.8% | +39.5% |
| All | +36.1% | -9.7% | +45.8% | +39.5% |
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 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