+6.5%
ABNB vs IWD
+73.8%
-67.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -2.8% |
| 7D | -4.4% | -0.2% | -4.2% | -4.1% |
| 30D | -2.0% | -0.8% | -1.2% | -0.6% |
| 3M | +29.8% | +8.0% | +21.8% | +15.1% |
| 6M | +31.0% | +18.2% | +12.8% | +0.4% |
| YTD | +28.6% | +22.3% | +6.3% | -6.8% |
| 1Y | +40.1% | +28.9% | +11.2% | -6.8% |
| 3Y | +19.7% | +71.5% | -51.8% | -51.1% |
| 5Y | +6.5% | +73.6% | -67.1% | -54.2% |
| All | +6.5% | +73.8% | -67.4% | -54.2% |
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