+91.3%
NVTS vs IJH
+14.9%
+76.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.8% | +3.5% | +1.5% |
| 7D | -1.4% | -1.9% | +0.4% | +5.5% |
| 30D | -16.5% | -4.6% | -11.9% | -0.2% |
| 3M | -47.6% | -1.2% | -46.5% | -43.6% |
| 6M | +7.3% | +9.4% | -2.1% | -12.8% |
| YTD | +62.9% | +13.3% | +49.6% | +21.8% |
| 1Y | +91.3% | +13.4% | +77.9% | +36.7% |
| All | +91.3% | +14.9% | +76.4% | +36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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