-99.1%
NVD vs INVH
-7.0%
-92.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.2% |
| 7D | +10.8% | -3.0% | +13.8% | +10.6% |
| 30D | +0.8% | -7.5% | +8.3% | +0.2% |
| 3M | -20.8% | -5.5% | -15.3% | -21.1% |
| 6M | -41.2% | +11.7% | -52.9% | -39.3% |
| YTD | -44.2% | +1.3% | -45.5% | -43.7% |
| 1Y | -54.2% | -6.1% | -48.1% | -55.0% |
| 3Y | -99.1% | -9.8% | -89.4% | -99.1% |
| All | -99.1% | -7.0% | -92.1% | -99.1% |
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 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