+19.7%
ABNB vs BWA
+72.9%
-53.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.9% | -2.2% | -3.5% |
| 7D | -4.4% | +4.3% | -8.7% | -5.6% |
| 30D | -2.0% | -2.9% | +0.9% | -1.3% |
| 3M | +29.8% | -12.4% | +42.3% | +34.8% |
| 6M | +31.0% | +28.6% | +2.4% | +17.7% |
| YTD | +28.6% | +48.2% | -19.6% | +5.1% |
| 1Y | +40.1% | +50.9% | -10.9% | +13.0% |
| 3Y | +19.7% | +72.2% | -52.5% | -14.7% |
| All | +19.7% | +72.9% | -53.2% | -14.7% |
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