+10.3%
ABNB vs DOC
-24.5%
+34.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.8% | 0.0% | -1.0% |
| 7D | -4.0% | -1.5% | -2.5% | -3.3% |
| 30D | +19.3% | -4.8% | +24.1% | +21.8% |
| 3M | +36.1% | +6.9% | +29.2% | +32.0% |
| 6M | +34.2% | +20.7% | +13.5% | +22.4% |
| YTD | +34.1% | +34.1% | -0.1% | +15.9% |
| 1Y | +45.1% | +22.6% | +22.5% | +30.5% |
| 3Y | +37.1% | +20.8% | +16.3% | +21.1% |
| All | +10.3% | -24.5% | +34.8% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling