-48.3%
MUZ vs INVH
-4.5%
-43.8%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | +3.6% | +10.6% | +3.6% |
| 7D | +47.2% | +3.1% | +44.1% | +35.8% |
| 30D | +57.1% | +5.8% | +51.3% | +38.2% |
| 3M | -5.3% | -8.5% | +3.2% | +26.2% |
| All | -48.3% | -4.5% | -43.8% | -37.2% |
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 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 · Available span rolling