-92.9%
NIO vs INVH
-21.7%
-71.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.4% |
| 7D | -14.5% | -0.9% | -13.5% | -14.0% |
| 30D | -15.0% | +1.2% | -16.1% | -15.7% |
| 3M | -35.6% | -10.4% | -25.2% | -31.4% |
| 6M | -55.7% | -3.6% | -52.0% | -55.3% |
| YTD | -43.1% | -0.1% | -43.0% | -44.4% |
| 1Y | -53.5% | -0.7% | -52.9% | -54.4% |
| 3Y | -59.8% | -4.6% | -55.2% | -61.8% |
| All | -92.9% | -21.7% | -71.2% | -92.1% |
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