+2.2%
ABNB vs IAU
+141.6%
-139.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.9% | -3.7% | -2.9% |
| 7D | -7.4% | +0.2% | -7.6% | -7.4% |
| 30D | -8.2% | +0.2% | -8.4% | -8.2% |
| 3M | +29.1% | +3.3% | +25.9% | +28.6% |
| 6M | +26.6% | -14.6% | +41.1% | +28.0% |
| YTD | +25.0% | +1.9% | +23.1% | +24.1% |
| 1Y | +37.0% | +20.9% | +16.1% | +32.9% |
| 3Y | +16.3% | +127.5% | -111.2% | -6.2% |
| 5Y | +2.2% | +141.9% | -139.7% | -25.2% |
| All | +2.2% | +141.6% | -139.4% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 5y: compounded portfolio wealth divided by compounded IAU 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…
5y analysis · Full analysis span regression · 6 months rolling