+648.1%
NOW vs INVH
+79.7%
+568.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.7% |
| 7D | -6.1% | -3.1% | -3.0% | -4.7% |
| 30D | +7.5% | -7.1% | +14.6% | +11.1% |
| 3M | +17.5% | -3.0% | +20.5% | +19.2% |
| 6M | +7.9% | +10.1% | -2.2% | +2.6% |
| YTD | -12.4% | +3.8% | -16.2% | -14.8% |
| 1Y | -28.6% | -2.1% | -26.5% | -28.7% |
| 3Y | +11.8% | -7.0% | +18.8% | +11.0% |
| 5Y | +2.6% | -20.6% | +23.2% | +10.3% |
| All | +648.1% | +79.7% | +568.4% | +507.5% |
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