+90.2%
NTR vs INVH
+48.0%
+42.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.3% |
| 7D | -1.3% | -3.0% | +1.7% | -0.2% |
| 30D | +16.8% | -7.5% | +24.3% | +20.0% |
| 3M | +20.7% | -5.5% | +26.3% | +22.9% |
| 6M | +0.5% | +11.7% | -11.2% | -4.1% |
| YTD | +29.2% | +1.3% | +27.9% | +27.4% |
| 1Y | +39.6% | -6.1% | +45.7% | +41.3% |
| 3Y | +37.9% | -9.8% | +47.6% | +39.2% |
| 5Y | +47.1% | -19.7% | +66.7% | +52.9% |
| All | +90.2% | +48.0% | +42.2% | +40.9% |
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