+178.1%
IWD vs INVH
+79.7%
+98.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -0.2% | -3.1% | +3.0% | +1.2% |
| 30D | -0.8% | -7.1% | +6.3% | +2.3% |
| 3M | +8.0% | -3.0% | +11.0% | +9.2% |
| 6M | +18.2% | +10.1% | +8.1% | +12.8% |
| YTD | +22.3% | +3.8% | +18.5% | +19.4% |
| 1Y | +28.9% | -2.1% | +31.0% | +28.8% |
| 3Y | +71.5% | -7.0% | +78.6% | +72.8% |
| 5Y | +73.6% | -20.6% | +94.2% | +84.9% |
| All | +178.1% | +79.7% | +98.4% | +111.3% |
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 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