+31.5%
ABNB vs D
+16.9%
+14.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | +11.2% | +0.8% | +10.4% | +11.1% |
| 30D | +14.7% | +10.7% | +4.0% | +14.3% |
| 3M | +6.9% | +2.3% | +4.6% | +6.7% |
| 6M | +34.5% | +12.5% | +22.0% | +33.9% |
| YTD | +40.2% | +20.1% | +20.1% | +39.2% |
| 1Y | +57.4% | +15.6% | +41.9% | +56.6% |
| 3Y | +64.7% | +75.2% | -10.4% | +58.6% |
| 5Y | -2.3% | +14.6% | -16.8% | -5.2% |
| All | +31.5% | +16.9% | +14.6% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 10y: compounded portfolio wealth divided by compounded D 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…
10y analysis · Full analysis span regression · 6 months rolling