+187.5%
NVT vs INVH
-9.7%
+197.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.1% | +4.7% | +4.7% |
| 7D | +4.1% | -3.0% | +7.1% | +4.7% |
| 30D | -5.1% | -7.5% | +2.4% | -3.7% |
| 3M | -1.2% | -5.5% | +4.4% | -0.5% |
| 6M | +46.6% | +11.7% | +34.9% | +39.5% |
| YTD | +60.0% | +1.3% | +58.7% | +57.2% |
| 1Y | +70.8% | -6.1% | +76.9% | +72.8% |
| 3Y | +187.5% | -9.8% | +197.3% | +194.5% |
| All | +187.5% | -9.7% | +197.2% | +194.5% |
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