+1,009.8%
LITE vs INVH
-19.3%
+1,029.2%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.6% | +11.6% | +11.2% |
| 7D | +12.6% | -3.1% | +15.7% | +13.7% |
| 30D | +9.9% | -7.1% | +17.0% | +12.3% |
| 3M | +9.3% | -3.0% | +12.3% | +9.5% |
| 6M | +75.2% | +10.1% | +65.1% | +66.0% |
| YTD | +165.5% | +3.8% | +161.6% | +156.2% |
| 1Y | +555.0% | -2.1% | +557.1% | +546.9% |
| 3Y | +1,870.5% | -7.0% | +1,877.5% | +1,875.1% |
| 5Y | +1,009.8% | -20.6% | +1,030.4% | +1,067.3% |
| All | +1,009.8% | -19.3% | +1,029.2% | +1,067.3% |
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 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