+14.4%
WCN vs INVH
+1.1%
+13.3%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.9% | +1.1% |
| 7D | +6.7% | +3.1% | +3.6% | +5.2% |
| 30D | +24.3% | +5.8% | +18.5% | +21.5% |
| 3M | +16.1% | -8.5% | +24.6% | +20.1% |
| 6M | +19.9% | -1.3% | +21.3% | +20.6% |
| YTD | +10.1% | +2.6% | +7.5% | +9.4% |
| 1Y | +14.4% | +0.7% | +13.7% | +13.2% |
| All | +14.4% | +1.1% | +13.3% | +13.2% |
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