+156.6%
LTH vs INVH
-9.7%
+166.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | +0.1% |
| 7D | -4.0% | -3.0% | -1.0% | -2.3% |
| 30D | -5.3% | -7.5% | +2.2% | -1.0% |
| 3M | +19.0% | -5.5% | +24.5% | +22.8% |
| 6M | +55.8% | +11.7% | +44.1% | +44.4% |
| YTD | +56.1% | +1.3% | +54.8% | +53.1% |
| 1Y | +41.3% | -6.1% | +47.3% | +46.0% |
| 3Y | +156.6% | -9.8% | +166.4% | +142.4% |
| All | +156.6% | -9.7% | +166.3% | +142.4% |
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 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