+427.0%
WING vs INVH
+75.4%
+351.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.1% | +6.0% | +6.0% |
| 7D | +7.2% | -3.0% | +10.2% | +8.9% |
| 30D | +4.8% | -7.5% | +12.3% | +9.3% |
| 3M | -23.7% | -5.5% | -18.2% | -21.3% |
| 6M | -43.6% | +11.7% | -55.3% | -47.0% |
| YTD | -50.6% | +1.3% | -51.9% | -51.1% |
| 1Y | -57.0% | -6.1% | -51.0% | -55.9% |
| 3Y | -28.3% | -9.8% | -18.5% | -26.5% |
| 5Y | -32.4% | -19.7% | -12.7% | -26.5% |
| All | +427.0% | +75.4% | +351.6% | +306.3% |
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