+26.4%
WCC vs INVH
+1.1%
+25.4%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.9% | +3.6% | -13.6% | -9.4% |
| 7D | -8.8% | +3.1% | -11.8% | -8.3% |
| 30D | -16.0% | +5.8% | -21.8% | -15.6% |
| 3M | -15.2% | -8.5% | -6.7% | -14.7% |
| 6M | -8.4% | -1.3% | -7.0% | -9.2% |
| YTD | +30.1% | +2.6% | +27.5% | +28.0% |
| 1Y | +26.4% | +0.7% | +25.7% | +24.4% |
| All | +26.4% | +1.1% | +25.4% | +24.4% |
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