+170.4%
NXT vs INVH
-3.0%
+173.5%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | -0.2% | -2.3% | +2.1% | -0.1% |
| 30D | -20.0% | -5.7% | -14.2% | -19.7% |
| 3M | -30.9% | -4.5% | -26.5% | -30.9% |
| 6M | -23.8% | +11.0% | -34.8% | -25.7% |
| YTD | -5.4% | +3.7% | -9.1% | -6.6% |
| 1Y | +28.0% | -2.8% | +30.9% | +28.4% |
| 3Y | +93.3% | -7.1% | +100.5% | +88.1% |
| All | +170.4% | -3.0% | +173.5% | +162.8% |
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