+25.7%
ABNB vs IWD
+112.2%
-86.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -0.8% |
| 7D | -4.0% | -0.3% | -3.7% | -3.5% |
| 30D | +19.3% | +0.6% | +18.7% | +18.6% |
| 3M | +36.1% | +7.2% | +28.8% | +23.1% |
| 6M | +34.2% | +16.2% | +18.0% | +7.9% |
| YTD | +34.1% | +23.3% | +10.7% | -1.2% |
| 1Y | +45.1% | +29.6% | +15.6% | -0.6% |
| 3Y | +37.1% | +70.5% | -33.3% | -37.6% |
| 5Y | +15.2% | +73.5% | -58.3% | -47.3% |
| All | +25.7% | +112.2% | -86.5% | -39.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling