-59.8%
MSTR vs INVH
-4.3%
-55.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | -8.3% | -3.0% | -5.3% | -9.1% |
| 30D | +38.1% | -7.5% | +45.6% | +35.0% |
| 3M | +9.0% | -5.5% | +14.5% | +7.6% |
| 6M | -5.3% | +11.7% | -17.0% | -4.0% |
| YTD | -13.8% | +1.3% | -15.1% | -16.2% |
| 1Y | -59.8% | -6.1% | -53.7% | -61.8% |
| All | -59.8% | -4.3% | -55.5% | -61.8% |
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