+82.0%
NTRA vs INVH
+0.2%
+81.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | 0.0% | -6.9% | -7.0% |
| 7D | -16.6% | +3.5% | -20.0% | -17.1% |
| 30D | -9.2% | +4.4% | -13.6% | -10.2% |
| 3M | +32.5% | -8.6% | +41.1% | +36.2% |
| 6M | +75.9% | -1.7% | +77.7% | +75.8% |
| YTD | +58.8% | +2.6% | +56.2% | +53.7% |
| 1Y | +82.0% | +1.5% | +80.4% | +81.5% |
| All | +82.0% | +0.2% | +81.8% | +81.5% |
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 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