-0.9%
NTNX vs INVH
-2.4%
+1.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -1.6% | -2.9% | +1.3% | -1.2% |
| 30D | +11.6% | -6.9% | +18.6% | +12.8% |
| 3M | +23.8% | -2.7% | +26.5% | +24.3% |
| 6M | +68.8% | +8.2% | +60.6% | +65.6% |
| YTD | +31.7% | +4.5% | +27.2% | +29.1% |
| 1Y | -0.9% | -2.3% | +1.4% | +0.6% |
| All | -0.9% | -2.4% | +1.5% | +0.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling