-57.4%
MUZ vs INVH
-6.8%
-50.6%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.9% | -0.8% | -23.1% | -21.5% |
| 7D | -17.7% | -2.5% | -15.2% | -10.4% |
| 30D | +14.5% | +0.7% | +13.8% | +16.1% |
| 3M | -25.7% | -8.8% | -17.0% | -0.9% |
| All | -57.4% | -6.8% | -50.6% | -43.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · Available span rolling