+25.2%
ABNB vs IP
-3.9%
+29.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.7% | -2.7% |
| 7D | +2.7% | -2.8% | +5.5% | +3.7% |
| 30D | +10.8% | +9.2% | +1.6% | +7.7% |
| 3M | -2.1% | -16.1% | +14.1% | +3.3% |
| 6M | +32.2% | +9.6% | +22.6% | +27.4% |
| YTD | +33.5% | -8.8% | +42.2% | +34.5% |
| 1Y | +47.8% | -5.5% | +53.3% | +47.0% |
| 3Y | +53.3% | +19.6% | +33.7% | +32.1% |
| 5Y | -5.5% | -13.5% | +8.0% | -14.2% |
| All | +25.2% | -3.9% | +29.1% | +20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling