+28.6%
LH vs INVH
-20.2%
+48.7%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -4.7% | -3.0% | -1.7% | -3.4% |
| 30D | -3.5% | -7.5% | +4.0% | -0.3% |
| 3M | +17.7% | -5.5% | +23.2% | +20.4% |
| 6M | +15.8% | +11.7% | +4.1% | +10.2% |
| YTD | +25.1% | +1.3% | +23.8% | +23.9% |
| 1Y | +12.5% | -6.1% | +18.6% | +15.0% |
| 3Y | +59.8% | -9.8% | +69.5% | +63.7% |
| All | +28.6% | -20.2% | +48.7% | +38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling