-20.2%
INVH vs NVMI
+261.9%
-282.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.2% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | -7.5% | -8.4% | +0.9% | -7.0% |
| 3M | -5.5% | -33.6% | +28.0% | -2.9% |
| 6M | +11.7% | -14.7% | +26.4% | +11.5% |
| YTD | +1.3% | +13.2% | -11.9% | -2.3% |
| 1Y | -6.1% | +29.0% | -35.1% | -11.2% |
| 3Y | -9.8% | +215.0% | -224.7% | -29.9% |
| All | -20.2% | +261.9% | -282.1% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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