+803.3%
NVDX vs INVH
-4.3%
+807.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -10.2% | -3.0% | -7.2% | -10.0% |
| 30D | -7.3% | -7.5% | +0.2% | -6.9% |
| 3M | +5.5% | -5.5% | +11.1% | +5.6% |
| 6M | +18.3% | +11.7% | +6.6% | +14.5% |
| YTD | +11.4% | +1.3% | +10.1% | +9.9% |
| 1Y | +12.7% | -6.1% | +18.8% | +13.9% |
| All | +803.3% | -4.3% | +807.6% | +748.9% |
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