+674.0%
MRNA vs INVH
+56.9%
+617.2%
-95.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -1.1% | -3.0% | +1.9% | -0.5% |
| 30D | +126.1% | -7.5% | +133.6% | +130.0% |
| 3M | +190.0% | -5.5% | +195.6% | +193.8% |
| 6M | +157.2% | +11.7% | +145.5% | +153.1% |
| YTD | +388.2% | +1.3% | +386.9% | +387.7% |
| 1Y | +467.0% | -6.1% | +473.1% | +473.4% |
| 3Y | +36.1% | -9.8% | +45.8% | +37.9% |
| 5Y | -68.0% | -19.7% | -48.3% | -67.6% |
| All | +674.0% | +56.9% | +617.2% | +486.9% |
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