+2,981.5%
MUU vs INVH
-2.4%
+2,983.9%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.2% | +11.8% | +11.3% |
| 7D | +17.4% | -2.9% | +20.3% | +13.2% |
| 30D | +24.0% | -6.9% | +30.9% | +13.4% |
| 3M | -23.9% | -2.7% | -21.2% | -23.6% |
| 6M | +284.4% | +8.2% | +276.2% | +311.0% |
| YTD | +583.7% | +4.5% | +579.3% | +650.3% |
| 1Y | +2,981.5% | -2.3% | +2,983.8% | +3,525.6% |
| All | +2,981.5% | -2.4% | +2,983.9% | +3,525.6% |
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