+2.2%
ABNB vs IWF
+72.9%
-70.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -2.3% |
| 7D | -7.4% | +0.5% | -8.0% | -8.0% |
| 30D | -8.2% | -1.4% | -6.8% | -6.8% |
| 3M | +29.1% | +0.4% | +28.7% | +27.1% |
| 6M | +26.6% | +8.5% | +18.1% | +12.9% |
| YTD | +25.0% | +3.7% | +21.3% | +18.1% |
| 1Y | +37.0% | +8.5% | +28.5% | +21.2% |
| 3Y | +16.3% | +78.5% | -62.2% | -49.4% |
| 5Y | +2.2% | +73.6% | -71.5% | -49.8% |
| All | +2.2% | +72.9% | -70.7% | -49.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling