-31.3%
LDOS vs INVH
-2.8%
-28.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.9% |
| 7D | -3.5% | -3.3% | -0.2% | -2.9% |
| 30D | +9.5% | +0.2% | +9.3% | +9.6% |
| 3M | -6.3% | -9.5% | +3.2% | -5.8% |
| 6M | +2.8% | -4.3% | +7.1% | +3.3% |
| YTD | -26.6% | -0.8% | -25.8% | -25.9% |
| 1Y | -31.3% | -3.6% | -27.7% | -29.3% |
| All | -31.3% | -2.8% | -28.5% | -29.3% |
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