+13.8%
ABNB vs IJH
+48.6%
-34.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.2% |
| 7D | -9.5% | -2.5% | -7.0% | -7.0% |
| 30D | -9.4% | -5.0% | -4.3% | -4.3% |
| 3M | +29.9% | +0.5% | +29.3% | +28.9% |
| 6M | +26.6% | +8.2% | +18.4% | +15.7% |
| YTD | +23.5% | +12.5% | +11.1% | +8.3% |
| 1Y | +35.8% | +14.4% | +21.5% | +16.5% |
| All | +13.8% | +48.6% | -34.8% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 3y: compounded portfolio wealth divided by compounded IJH 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…
3y analysis · Full analysis span regression · 6 months rolling