+4.6%
ABNB vs ITOT
+72.8%
-68.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.5% | -0.2% |
| 7D | -9.5% | -2.0% | -7.5% | -6.5% |
| 30D | -9.4% | -2.0% | -7.4% | -6.6% |
| 3M | +29.9% | +4.5% | +25.3% | +20.9% |
| 6M | +26.6% | +12.6% | +13.9% | +4.6% |
| YTD | +23.5% | +12.0% | +11.5% | +3.1% |
| 1Y | +35.8% | +17.3% | +18.6% | +5.0% |
| 3Y | +15.0% | +75.2% | -60.3% | -55.0% |
| All | +4.6% | +72.8% | -68.3% | -53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling