+10.3%
ABNB vs D
+5.6%
+4.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.7% |
| 7D | -4.0% | +1.5% | -5.4% | -4.1% |
| 30D | +19.3% | -2.6% | +21.9% | +19.6% |
| 3M | +36.1% | 0.0% | +36.1% | +36.0% |
| 6M | +34.2% | +7.4% | +26.9% | +33.0% |
| YTD | +34.1% | +15.9% | +18.2% | +31.5% |
| 1Y | +45.1% | +18.1% | +27.0% | +41.8% |
| 3Y | +37.1% | +58.4% | -21.3% | +24.5% |
| All | +10.3% | +5.6% | +4.7% | +4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling