+15.9%
ABNB vs IWF
+117.5%
-101.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.2% | -0.1% |
| 7D | -9.5% | -1.7% | -7.8% | -7.6% |
| 30D | -9.4% | -1.8% | -7.5% | -7.6% |
| 3M | +29.9% | +1.5% | +28.4% | +26.3% |
| 6M | +26.6% | +7.7% | +18.9% | +14.3% |
| YTD | +23.5% | +2.7% | +20.8% | +18.3% |
| 1Y | +35.8% | +6.8% | +29.1% | +23.1% |
| 3Y | +15.0% | +76.9% | -61.9% | -47.3% |
| 5Y | +1.5% | +73.4% | -71.9% | -51.1% |
| All | +15.9% | +117.5% | -101.6% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 10y: compounded portfolio wealth divided by compounded IWF 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…
10y analysis · Full analysis span regression · 6 months rolling