+1,022.8%
NBIS vs INVH
-13.1%
+1,035.9%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.6% |
| 7D | -0.8% | -3.0% | +2.2% | -2.4% |
| 30D | -13.4% | -7.5% | -5.8% | -16.7% |
| 3M | +1.0% | -5.5% | +6.6% | -1.3% |
| 6M | +100.5% | +11.7% | +88.8% | +103.8% |
| YTD | +168.3% | +1.3% | +166.9% | +168.3% |
| 1Y | +151.8% | -6.1% | +157.8% | +152.8% |
| All | +1,022.8% | -13.1% | +1,035.9% | +1,023.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling