+149.6%
LPLA vs INVH
-20.2%
+169.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -1.5% | -3.0% | +1.4% | -0.9% |
| 30D | -6.0% | -7.5% | +1.5% | -4.5% |
| 3M | +24.0% | -5.5% | +29.6% | +25.3% |
| 6M | +17.0% | +11.7% | +5.3% | +13.7% |
| YTD | -0.7% | +1.3% | -2.0% | -1.4% |
| 1Y | +2.1% | -6.1% | +8.2% | +3.1% |
| 3Y | +48.7% | -9.8% | +58.4% | +50.0% |
| All | +149.6% | -20.2% | +169.8% | +173.0% |
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