+159.3%
NXPI vs INVH
+79.4%
+79.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -2.3% | -2.3% | 0.0% | -1.0% |
| 30D | -4.3% | -5.7% | +1.4% | -1.3% |
| 3M | -24.7% | -4.5% | -20.2% | -23.4% |
| 6M | +9.7% | +11.0% | -1.2% | +2.0% |
| YTD | +3.8% | +3.7% | +0.1% | 0.0% |
| 1Y | +1.6% | -2.8% | +4.5% | +1.4% |
| 3Y | +16.0% | -7.1% | +23.2% | +17.2% |
| 5Y | +16.1% | -19.4% | +35.5% | +25.9% |
| All | +159.3% | +79.4% | +79.9% | +97.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling