+950.8%
MU vs INVH
-4.3%
+955.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.5% |
| 7D | +12.8% | -0.9% | +13.7% | +12.7% |
| 30D | -14.9% | +1.2% | -16.0% | -14.8% |
| 3M | -18.0% | -10.4% | -7.7% | -17.8% |
| 6M | -3.1% | -3.6% | +0.5% | -3.9% |
| YTD | +172.9% | -0.1% | +173.0% | +169.3% |
| 1Y | +228.8% | -0.7% | +229.5% | +225.1% |
| 3Y | +950.8% | -4.6% | +955.4% | +928.0% |
| All | +950.8% | -4.3% | +955.2% | +928.0% |
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 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