+2.2%
ABNB vs BBWI
-68.8%
+71.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.3% | +3.5% | -0.9% |
| 7D | -7.4% | -4.4% | -3.0% | -6.2% |
| 30D | -8.2% | -7.4% | -0.8% | -6.4% |
| 3M | +29.1% | -2.2% | +31.4% | +28.8% |
| 6M | +26.6% | -16.3% | +42.9% | +30.6% |
| YTD | +25.0% | -9.1% | +34.1% | +24.7% |
| 1Y | +37.0% | -34.5% | +71.5% | +49.6% |
| 3Y | +16.3% | -47.0% | +63.3% | +26.5% |
| 5Y | +2.2% | -68.8% | +71.0% | +50.4% |
| All | +2.2% | -68.8% | +71.0% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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