+41.5%
NU vs INVH
-25.4%
+66.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.6% |
| 7D | -4.9% | -3.0% | -1.9% | -3.4% |
| 30D | +7.8% | -7.5% | +15.3% | +12.2% |
| 3M | +20.9% | -5.5% | +26.5% | +24.1% |
| 6M | +0.9% | +11.7% | -10.8% | -5.5% |
| YTD | -12.7% | +1.3% | -14.0% | -14.4% |
| 1Y | -6.4% | -6.1% | -0.3% | -4.2% |
| 3Y | +98.1% | -9.8% | +107.9% | +101.5% |
| All | +41.5% | -25.4% | +66.9% | +76.5% |
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 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