+938.2%
MU vs INVH
-21.7%
+959.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.7% |
| 7D | +12.8% | -0.9% | +13.7% | +13.1% |
| 30D | -14.9% | +1.2% | -16.0% | -15.5% |
| 3M | -18.0% | -10.4% | -7.7% | -15.4% |
| 6M | -3.1% | -3.6% | +0.5% | -3.7% |
| YTD | +172.9% | -0.1% | +173.0% | +165.3% |
| 1Y | +228.8% | -0.7% | +229.5% | +220.1% |
| 3Y | +950.8% | -4.6% | +955.4% | +913.0% |
| All | +938.2% | -21.7% | +959.9% | +1,069.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling