+45.1%
ABNB vs IWD
+30.5%
+14.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -0.9% |
| 7D | -4.0% | -0.3% | -3.7% | -3.6% |
| 30D | +19.3% | +0.6% | +18.7% | +18.7% |
| 3M | +36.1% | +7.2% | +28.8% | +25.8% |
| 6M | +34.2% | +16.2% | +18.0% | +10.8% |
| YTD | +34.1% | +23.3% | +10.7% | +3.7% |
| 1Y | +45.1% | +29.6% | +15.6% | +5.3% |
| All | +45.1% | +30.5% | +14.7% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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