+3.6%
NVT vs INVH
+1.1%
+2.5%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | +3.6% | -16.4% | -11.1% |
| 7D | -19.5% | +3.1% | -22.5% | -18.2% |
| 30D | -32.4% | +5.8% | -38.2% | -30.8% |
| 3M | -30.3% | -8.5% | -21.8% | -31.0% |
| 6M | -30.4% | -1.3% | -29.1% | -30.6% |
| YTD | +11.3% | +2.6% | +8.8% | +11.6% |
| 1Y | +3.6% | +0.7% | +2.9% | +4.9% |
| All | +3.6% | +1.1% | +2.5% | +4.9% |
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 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