+35.8%
ABNB vs IVZ
+48.1%
-12.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | -9.5% | -2.4% | -7.1% | -8.8% |
| 30D | -9.4% | +2.5% | -11.9% | -10.1% |
| 3M | +29.9% | +17.1% | +12.8% | +22.0% |
| 6M | +26.6% | +35.1% | -8.6% | +10.5% |
| YTD | +23.5% | +24.3% | -0.8% | +11.2% |
| 1Y | +35.8% | +48.7% | -12.8% | +16.3% |
| All | +35.8% | +48.1% | -12.3% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling