-26.8%
LDOS vs INVH
-1.8%
-25.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.8% |
| 7D | -7.1% | -3.1% | -4.0% | -6.8% |
| 30D | -6.1% | -7.1% | +1.0% | -5.4% |
| 3M | +5.6% | -3.0% | +8.6% | +5.9% |
| 6M | -26.9% | +10.1% | -37.0% | -26.8% |
| YTD | -27.9% | +3.8% | -31.8% | -27.5% |
| 1Y | -26.8% | -2.1% | -24.7% | -24.4% |
| All | -26.8% | -1.8% | -25.0% | -24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling