+2.2%
ABNB vs BWA
+89.5%
-87.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -2.1% |
| 7D | -7.4% | +0.1% | -7.6% | -7.5% |
| 30D | -8.2% | -5.6% | -2.6% | -6.0% |
| 3M | +29.1% | -10.7% | +39.8% | +35.2% |
| 6M | +26.6% | +23.2% | +3.4% | +10.6% |
| YTD | +25.0% | +46.0% | -21.0% | -4.6% |
| 1Y | +37.0% | +51.2% | -14.2% | +1.8% |
| 3Y | +16.3% | +69.6% | -53.2% | -22.6% |
| 5Y | +2.2% | +86.6% | -84.4% | -40.7% |
| All | +2.2% | +89.5% | -87.3% | -40.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling