-19.6%
MSFU vs INVH
-2.4%
-17.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.2% | -4.0% | -4.2% |
| 7D | -5.7% | -2.9% | -2.8% | -6.0% |
| 30D | +4.2% | -6.9% | +11.1% | +3.3% |
| 3M | +27.9% | -2.7% | +30.6% | +27.5% |
| 6M | +37.1% | +8.2% | +28.9% | +37.6% |
| YTD | -7.4% | +4.5% | -11.8% | -7.3% |
| 1Y | -19.6% | -2.3% | -17.3% | -18.4% |
| All | -19.6% | -2.4% | -17.2% | -18.4% |
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