+19.7%
ABNB vs BEN
+56.8%
-37.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.2% | -3.8% | -4.0% |
| 7D | -4.4% | +4.7% | -9.1% | -6.4% |
| 30D | -2.0% | +2.6% | -4.6% | -3.2% |
| 3M | +29.8% | +11.5% | +18.3% | +22.8% |
| 6M | +31.0% | +35.3% | -4.3% | +12.0% |
| YTD | +28.6% | +48.6% | -20.0% | +4.7% |
| 1Y | +40.1% | +46.7% | -6.6% | +14.5% |
| 3Y | +19.7% | +57.0% | -37.3% | -6.2% |
| All | +19.7% | +56.8% | -37.1% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 3y: compounded portfolio wealth divided by compounded BEN 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…
3y analysis · Full analysis span regression · 6 months rolling