+1,870.5%
LITE vs INVH
-8.0%
+1,878.5%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.6% | +11.6% | +11.1% |
| 7D | +12.6% | -3.1% | +15.7% | +13.2% |
| 30D | +9.9% | -7.1% | +17.0% | +11.2% |
| 3M | +9.3% | -3.0% | +12.3% | +9.2% |
| 6M | +75.2% | +10.1% | +65.1% | +67.1% |
| YTD | +165.5% | +3.8% | +161.6% | +158.1% |
| 1Y | +555.0% | -2.1% | +557.1% | +555.3% |
| 3Y | +1,870.5% | -7.0% | +1,877.5% | +1,736.5% |
| All | +1,870.5% | -8.0% | +1,878.5% | +1,736.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling