+20.6%
ABNB vs IWD
+110.5%
-89.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -2.9% |
| 7D | -4.4% | -0.2% | -4.2% | -4.1% |
| 30D | -2.0% | -0.8% | -1.2% | -0.7% |
| 3M | +29.8% | +8.0% | +21.8% | +16.3% |
| 6M | +31.0% | +18.2% | +12.8% | +2.8% |
| YTD | +28.6% | +22.3% | +6.3% | -4.1% |
| 1Y | +40.1% | +28.9% | +11.2% | -3.3% |
| 3Y | +19.7% | +71.5% | -51.8% | -46.0% |
| 5Y | +6.5% | +73.6% | -67.1% | -50.7% |
| All | +20.6% | +110.5% | -89.9% | -40.9% |
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