+93.9%
NXT vs INVH
-9.7%
+103.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -1.9% | -3.0% | +1.1% | -1.8% |
| 30D | -20.0% | -7.5% | -12.5% | -19.9% |
| 3M | -30.7% | -5.5% | -25.2% | -30.8% |
| 6M | -29.0% | +11.7% | -40.7% | -30.9% |
| YTD | -4.8% | +1.3% | -6.2% | -5.7% |
| 1Y | +22.8% | -6.1% | +28.9% | +23.8% |
| 3Y | +93.9% | -9.8% | +103.7% | +85.0% |
| All | +93.9% | -9.7% | +103.6% | +85.0% |
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