+64.7%
ABNB vs IP
+20.2%
+44.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.9% | -2.7% | -0.6% |
| 7D | +11.2% | -3.0% | +14.2% | +12.1% |
| 30D | +14.7% | +10.6% | +4.1% | +11.9% |
| 3M | +6.9% | -13.6% | +20.4% | +10.6% |
| 6M | +34.5% | +10.4% | +24.1% | +30.8% |
| YTD | +40.2% | -6.5% | +46.7% | +40.4% |
| 1Y | +57.4% | -2.1% | +59.5% | +55.6% |
| 3Y | +64.7% | +22.0% | +42.7% | +59.2% |
| All | +64.7% | +20.2% | +44.5% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling