+60.8%
LIN vs INVH
-19.3%
+80.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | -3.5% | -3.1% | -0.3% | -2.4% |
| 30D | -4.1% | -7.1% | +3.0% | -1.6% |
| 3M | -6.4% | -3.0% | -3.4% | -5.4% |
| 6M | -2.4% | +10.1% | -12.5% | -6.0% |
| YTD | +10.9% | +3.8% | +7.1% | +8.8% |
| 1Y | 0.0% | -2.1% | +2.1% | +0.3% |
| 3Y | +25.8% | -7.0% | +32.8% | +26.9% |
| 5Y | +60.8% | -20.6% | +81.4% | +69.9% |
| All | +60.8% | -19.3% | +80.2% | +69.9% |
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