-46.5%
MSTR vs INVH
-2.8%
-43.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.3% |
| 7D | -13.4% | -0.9% | -12.5% | -13.6% |
| 30D | -22.1% | +1.2% | -23.2% | -21.9% |
| 3M | +15.0% | -10.4% | +25.3% | +11.3% |
| 6M | -37.3% | -3.6% | -33.7% | -38.3% |
| YTD | -26.5% | -0.1% | -26.5% | -29.7% |
| 1Y | -46.5% | -0.7% | -45.8% | -48.0% |
| All | -46.5% | -2.8% | -43.6% | -48.0% |
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