-5.2%
ABNB vs IWD
+68.9%
-74.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.4% | +12.0% | +12.3% |
| 7D | +15.6% | -0.5% | +16.0% | +16.5% |
| 30D | +18.3% | +2.7% | +15.6% | +13.5% |
| 3M | +25.3% | +0.9% | +24.4% | +24.0% |
| 6M | +35.8% | +10.5% | +25.3% | +15.8% |
| YTD | +40.0% | +23.7% | +16.3% | -0.6% |
| 1Y | +57.6% | +28.7% | +28.9% | +4.9% |
| 3Y | +60.8% | +79.7% | -18.9% | -40.4% |
| All | -5.2% | +68.9% | -74.0% | -58.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling