+75.0%
NSC vs INVH
-4.3%
+79.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.9% |
| 7D | +2.5% | -0.9% | +3.4% | +2.9% |
| 30D | +1.7% | +1.2% | +0.5% | +1.1% |
| 3M | -2.6% | -10.4% | +7.8% | +2.1% |
| 6M | +6.4% | -3.6% | +10.0% | +7.8% |
| YTD | +15.5% | -0.1% | +15.6% | +14.9% |
| 1Y | +17.6% | -0.7% | +18.3% | +17.2% |
| 3Y | +75.0% | -4.6% | +79.6% | +74.1% |
| All | +75.0% | -4.3% | +79.3% | +74.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling