+20.6%
ABNB vs IEF
-10.0%
+30.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.0% |
| 7D | -4.4% | +0.1% | -4.5% | -4.4% |
| 30D | -2.0% | -0.7% | -1.3% | -1.8% |
| 3M | +29.8% | -0.4% | +30.3% | +30.0% |
| 6M | +31.0% | -2.5% | +33.5% | +31.5% |
| YTD | +28.6% | -1.6% | +30.2% | +29.0% |
| 1Y | +40.1% | -1.3% | +41.4% | +40.4% |
| 3Y | +19.7% | +10.1% | +9.6% | +16.9% |
| 5Y | +6.5% | -8.3% | +14.8% | +1.2% |
| All | +20.6% | -10.0% | +30.6% | +11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling