+36.2%
ABNB vs IEF
-2.5%
+38.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | +0.1% |
| 7D | -9.5% | -1.2% | -8.3% | -7.8% |
| 30D | -9.4% | -1.5% | -7.9% | -7.2% |
| 3M | +29.9% | -1.7% | +31.5% | +33.7% |
| 6M | +26.6% | -3.5% | +30.1% | +30.3% |
| YTD | +23.5% | -2.6% | +26.2% | +28.4% |
| All | +36.2% | -2.5% | +38.8% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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