+274.5%
WM vs INVH
+80.8%
+193.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.1% |
| 7D | -0.3% | -2.9% | +2.6% | +0.8% |
| 30D | -2.4% | -6.9% | +4.5% | +0.3% |
| 3M | +0.4% | -2.7% | +3.1% | +1.5% |
| 6M | -9.5% | +8.2% | -17.7% | -12.3% |
| YTD | +0.5% | +4.5% | -4.0% | -1.6% |
| 1Y | -1.1% | -2.3% | +1.2% | -0.7% |
| 3Y | +46.0% | -7.3% | +53.3% | +48.0% |
| 5Y | +51.8% | -20.5% | +72.3% | +60.8% |
| All | +274.5% | +80.8% | +193.7% | +184.2% |
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 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