-28.8%
WING vs INVH
+1.1%
-29.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.6% | +0.1% | +2.1% |
| 7D | +21.0% | +3.1% | +17.9% | +19.3% |
| 30D | +56.9% | +5.8% | +51.1% | +52.6% |
| 3M | +38.4% | -8.5% | +46.9% | +44.1% |
| 6M | +12.0% | -1.3% | +13.3% | +13.1% |
| YTD | -29.2% | +2.6% | -31.8% | -29.8% |
| 1Y | -28.8% | +0.7% | -29.5% | -28.0% |
| All | -28.8% | +1.1% | -29.9% | -28.0% |
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