+142.1%
WBD vs INVH
-9.7%
+151.8%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -0.7% | -3.0% | +2.3% | +0.9% |
| 30D | +1.4% | -7.5% | +8.9% | +5.8% |
| 3M | +4.4% | -5.5% | +9.9% | +7.4% |
| 6M | +0.8% | +11.7% | -10.9% | -7.0% |
| YTD | -2.7% | +1.3% | -4.0% | -4.9% |
| 1Y | +73.4% | -6.1% | +79.5% | +78.8% |
| 3Y | +142.1% | -9.8% | +151.9% | +141.6% |
| All | +142.1% | -9.7% | +151.8% | +141.6% |
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