+49.3%
ABNB vs DOC
+43.5%
+5.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +3.1% | +2.5% | +4.6% |
| 7D | +6.2% | +8.7% | -2.5% | +3.5% |
| 30D | +7.5% | +7.6% | -0.1% | +5.0% |
| 3M | +17.6% | -5.3% | +22.9% | +19.5% |
| 6M | +27.0% | +27.6% | -0.6% | +16.9% |
| YTD | +30.0% | +32.4% | -2.5% | +17.7% |
| 1Y | +44.2% | +22.9% | +21.3% | +34.0% |
| All | +49.3% | +43.5% | +5.7% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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