+121.1%
MSTR vs INVH
-4.3%
+125.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.8% | -3.2% | -2.8% |
| 7D | -13.4% | -0.9% | -12.5% | -13.1% |
| 30D | -22.1% | +1.2% | -23.2% | -22.6% |
| 3M | +15.0% | -10.4% | +25.3% | +20.2% |
| 6M | -37.3% | -3.6% | -33.7% | -37.2% |
| YTD | -26.5% | -0.1% | -26.5% | -28.3% |
| 1Y | -46.5% | -0.7% | -45.8% | -47.6% |
| 3Y | +121.1% | -4.6% | +125.7% | +150.2% |
| All | +121.1% | -4.3% | +125.4% | +150.2% |
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