+54.1%
ABNB vs IWF
-3.4%
+57.5%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.8% |
| 7D | -1.7% | +2.8% | -4.5% | -3.5% |
| 30D | +11.8% | -7.5% | +19.4% | +16.9% |
| 3M | +0.9% | -8.5% | +9.4% | +6.2% |
| 6M | +40.5% | -7.4% | +47.9% | +47.0% |
| YTD | +37.6% | -2.6% | +40.3% | +34.9% |
| 1Y | +54.1% | -1.8% | +56.0% | +50.6% |
| All | +54.1% | -3.4% | +57.5% | +50.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling