+31.5%
ABNB vs IWD
+117.1%
-85.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.0% | -1.8% | -2.8% |
| 7D | +11.2% | +1.3% | +10.0% | +9.2% |
| 30D | +14.7% | +3.6% | +11.1% | +9.0% |
| 3M | +6.9% | +2.3% | +4.5% | +3.5% |
| 6M | +34.5% | +13.0% | +21.4% | +12.7% |
| YTD | +40.2% | +26.2% | +14.0% | 0.0% |
| 1Y | +57.4% | +30.5% | +27.0% | +6.9% |
| 3Y | +64.7% | +86.2% | -21.5% | -34.3% |
| 5Y | -2.3% | +72.9% | -75.1% | -56.2% |
| All | +31.5% | +117.1% | -85.6% | -38.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling