+60.8%
ABNB vs IWD
+78.7%
-18.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.4% | +12.0% | +12.2% |
| 7D | +15.6% | -0.5% | +16.0% | +16.4% |
| 30D | +18.3% | +2.7% | +15.6% | +14.2% |
| 3M | +25.3% | +0.9% | +24.4% | +24.3% |
| 6M | +35.8% | +10.5% | +25.3% | +18.8% |
| YTD | +40.0% | +23.7% | +16.3% | +4.9% |
| 1Y | +57.6% | +28.7% | +28.9% | +11.7% |
| 3Y | +60.8% | +79.7% | -18.9% | -37.9% |
| All | +60.8% | +78.7% | -18.0% | -37.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling