+25.7%
ABNB vs BEN
+93.5%
-67.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.5% | -5.3% | -3.6% |
| 7D | -4.0% | +0.2% | -4.2% | -4.2% |
| 30D | +19.3% | -0.5% | +19.9% | +19.4% |
| 3M | +36.1% | +9.7% | +26.3% | +28.6% |
| 6M | +34.2% | +33.9% | +0.3% | +13.0% |
| YTD | +34.1% | +49.0% | -14.9% | +6.0% |
| 1Y | +45.1% | +42.1% | +3.0% | +17.4% |
| 3Y | +37.1% | +51.9% | -14.8% | +3.2% |
| 5Y | +15.2% | +39.0% | -23.9% | -12.5% |
| All | +25.7% | +93.5% | -67.8% | -8.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling