+461.1%
NOW vs INVH
+71.6%
+389.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.6% |
| 7D | -1.7% | -3.3% | +1.6% | -0.1% |
| 30D | -27.4% | +0.2% | -27.6% | -27.4% |
| 3M | -19.4% | -9.5% | -9.9% | -15.7% |
| 6M | +13.1% | -4.3% | +17.4% | +15.3% |
| YTD | -34.3% | -0.8% | -33.5% | -34.7% |
| 1Y | -41.8% | -3.6% | -38.1% | -41.4% |
| 3Y | -20.7% | -5.8% | -14.9% | -22.0% |
| 5Y | -27.2% | -22.3% | -5.0% | -21.0% |
| All | +461.1% | +71.6% | +389.5% | +365.3% |
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