+31.3%
NFLX vs INVH
-20.2%
+51.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.9% |
| 7D | -1.1% | -3.0% | +1.9% | -0.2% |
| 30D | +4.3% | -7.5% | +11.8% | +6.8% |
| 3M | -4.8% | -5.5% | +0.8% | -3.0% |
| 6M | -18.4% | +11.7% | -30.1% | -21.2% |
| YTD | -17.4% | +1.3% | -18.8% | -18.0% |
| 1Y | -35.7% | -6.1% | -29.6% | -34.6% |
| 3Y | +73.8% | -9.8% | +83.6% | +75.0% |
| All | +31.3% | -20.2% | +51.5% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling