+22.7%
NXPI vs INVH
-9.7%
+32.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.5% |
| 7D | +3.9% | -3.0% | +6.8% | +5.0% |
| 30D | +1.4% | -7.5% | +8.9% | +4.3% |
| 3M | -21.5% | -5.5% | -16.0% | -20.4% |
| 6M | +19.4% | +11.7% | +7.7% | +11.1% |
| YTD | +9.9% | +1.3% | +8.6% | +7.3% |
| 1Y | +7.9% | -6.1% | +14.0% | +9.4% |
| 3Y | +22.7% | -9.8% | +32.4% | +25.2% |
| All | +22.7% | -9.7% | +32.4% | +25.2% |
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