+15.5%
ABNB vs ITOT
+75.8%
-60.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +0.4% |
| 7D | -6.5% | -0.9% | -5.6% | -5.3% |
| 30D | -5.5% | -1.5% | -4.0% | -3.6% |
| 3M | +30.0% | +3.6% | +26.5% | +24.1% |
| 6M | +27.6% | +13.7% | +13.9% | +7.1% |
| YTD | +25.4% | +12.9% | +12.5% | +6.4% |
| 1Y | +38.3% | +17.2% | +21.1% | +11.2% |
| 3Y | +15.5% | +75.6% | -60.1% | -51.0% |
| All | +15.5% | +75.8% | -60.3% | -51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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