-52.9%
NVO vs INVH
-9.7%
-43.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.1% | -2.1% |
| 7D | -7.6% | -3.0% | -4.6% | -6.9% |
| 30D | -6.0% | -7.5% | +1.6% | -4.1% |
| 3M | -0.8% | -5.5% | +4.8% | +0.6% |
| 6M | +16.5% | +11.7% | +4.8% | +13.6% |
| YTD | -11.1% | +1.3% | -12.5% | -11.4% |
| 1Y | -16.7% | -6.1% | -10.6% | -15.5% |
| 3Y | -52.9% | -9.8% | -43.2% | -50.8% |
| All | -52.9% | -9.7% | -43.2% | -50.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling