-20.1%
NVDL vs INVH
+1.1%
-21.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +3.6% | -9.7% | -4.1% |
| 7D | -14.0% | +3.1% | -17.1% | -12.4% |
| 30D | -31.2% | +5.8% | -37.0% | -28.9% |
| 3M | -15.5% | -8.5% | -7.0% | -17.7% |
| 6M | -10.3% | -1.3% | -8.9% | -10.7% |
| YTD | -5.8% | +2.6% | -8.4% | -6.2% |
| 1Y | -20.1% | +0.7% | -20.8% | -18.0% |
| All | -20.1% | +1.1% | -21.2% | -18.0% |
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