+44.2%
WPM vs INVH
-4.3%
+48.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.2% | +2.1% |
| 7D | -0.6% | -3.0% | +2.4% | -0.5% |
| 30D | +14.4% | -7.5% | +21.9% | +14.6% |
| 3M | +37.0% | -5.5% | +42.5% | +37.2% |
| 6M | +4.1% | +11.7% | -7.6% | +1.5% |
| YTD | +31.7% | +1.3% | +30.4% | +29.7% |
| 1Y | +44.2% | -6.1% | +50.3% | +48.3% |
| All | +44.2% | -4.3% | +48.5% | +48.3% |
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 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