-37.0%
WU vs INVH
+75.4%
-112.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -3.5% | -3.0% | -0.5% | -2.4% |
| 30D | -2.9% | -7.5% | +4.6% | 0.0% |
| 3M | -2.3% | -5.5% | +3.3% | -0.1% |
| 6M | -25.4% | +11.7% | -37.1% | -28.5% |
| YTD | -21.2% | +1.3% | -22.5% | -21.9% |
| 1Y | -8.9% | -6.1% | -2.8% | -7.3% |
| 3Y | -29.0% | -9.8% | -19.2% | -27.4% |
| 5Y | -50.7% | -19.7% | -31.1% | -48.2% |
| All | -37.0% | +75.4% | -112.3% | -50.4% |
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 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