+56.8%
ABNB vs IWD
+85.1%
-28.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +2.8% |
| 7D | -1.7% | +2.3% | -4.0% | -4.7% |
| 30D | +11.8% | +3.6% | +8.2% | +6.6% |
| 3M | +0.9% | +2.2% | -1.3% | -1.8% |
| 6M | +40.5% | +13.0% | +27.5% | +19.3% |
| YTD | +37.6% | +26.5% | +11.1% | 0.0% |
| 1Y | +54.1% | +30.1% | +24.0% | +7.7% |
| 3Y | +56.8% | +84.9% | -28.1% | -43.4% |
| All | +56.8% | +85.1% | -28.4% | -43.4% |
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 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