+28.3%
WOLF vs INVH
+0.5%
+27.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.2% | +5.8% | +5.5% |
| 7D | +9.7% | -2.9% | +12.6% | +7.5% |
| 30D | +12.5% | -6.9% | +19.5% | +7.4% |
| 3M | -57.7% | -2.7% | -55.0% | -58.1% |
| 6M | +37.7% | +8.2% | +29.5% | +36.7% |
| YTD | +62.8% | +4.5% | +58.4% | +59.2% |
| All | +28.3% | +0.5% | +27.8% | +52.4% |
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