+18.7%
NEE vs INVH
-4.3%
+23.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.1% |
| 7D | -1.3% | -3.0% | +1.7% | -0.5% |
| 30D | -3.3% | -7.5% | +4.2% | -1.3% |
| 3M | -2.3% | -5.5% | +3.3% | -0.8% |
| 6M | -8.9% | +11.7% | -20.6% | -11.8% |
| YTD | +4.8% | +1.3% | +3.4% | +4.3% |
| 1Y | +18.7% | -6.1% | +24.8% | +17.0% |
| All | +18.7% | -4.3% | +23.0% | +17.0% |
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