+49.9%
LTH vs INVH
-2.4%
+52.3%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.5% | +0.4% |
| 7D | -0.6% | -2.9% | +2.3% | +0.3% |
| 30D | -4.6% | -6.9% | +2.3% | -2.3% |
| 3M | +32.8% | -2.7% | +35.5% | +33.9% |
| 6M | +64.6% | +8.2% | +56.4% | +59.3% |
| YTD | +62.6% | +4.5% | +58.2% | +59.5% |
| 1Y | +49.9% | -2.3% | +52.3% | +55.4% |
| All | +49.9% | -2.4% | +52.3% | +55.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling