0.0%
WBD vs INVH
+75.4%
-75.4%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -0.7% | -3.0% | +2.3% | +0.6% |
| 30D | +1.4% | -7.5% | +8.9% | +5.1% |
| 3M | +4.4% | -5.5% | +9.9% | +6.9% |
| 6M | +0.8% | +11.7% | -10.9% | -5.0% |
| YTD | -2.7% | +1.3% | -4.0% | -4.4% |
| 1Y | +73.4% | -6.1% | +79.5% | +76.1% |
| 3Y | +142.1% | -9.8% | +151.9% | +151.3% |
| 5Y | +7.2% | -19.7% | +26.9% | +15.5% |
| All | 0.0% | +75.4% | -75.4% | -21.3% |
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