+873.0%
LPLA vs INVH
+79.4%
+793.5%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | 0.0% | -0.1% |
| 7D | -1.5% | -2.3% | +0.7% | -0.5% |
| 30D | -6.0% | -5.7% | -0.3% | -3.6% |
| 3M | +21.4% | -4.5% | +25.8% | +23.4% |
| 6M | +12.1% | +11.0% | +1.1% | +6.2% |
| YTD | -1.8% | +3.7% | -5.5% | -4.4% |
| 1Y | +3.2% | -2.8% | +6.1% | +3.3% |
| 3Y | +45.9% | -7.1% | +53.1% | +45.1% |
| 5Y | +144.7% | -19.4% | +164.1% | +157.6% |
| All | +873.0% | +79.4% | +793.5% | +568.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling