+52.0%
ABNB vs BWA
+65.2%
-13.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.6% | -4.7% | -3.6% |
| 7D | +2.7% | +1.7% | +1.0% | +2.2% |
| 30D | +10.8% | -14.6% | +25.4% | +15.7% |
| 3M | -2.1% | -26.2% | +24.2% | +6.5% |
| 6M | +32.2% | -18.4% | +50.6% | +37.7% |
| YTD | +33.5% | +14.7% | +18.8% | +17.6% |
| 1Y | +47.8% | +13.3% | +34.5% | +30.8% |
| All | +52.0% | +65.2% | -13.1% | +4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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