+17.6%
ABNB vs DOC
-8.3%
+25.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.4% |
| 7D | +2.2% | +6.2% | -4.0% | -0.1% |
| 30D | +6.1% | +6.5% | -0.4% | +3.5% |
| 3M | +11.6% | -6.2% | +17.8% | +14.3% |
| 6M | +21.8% | +25.6% | -3.8% | +10.1% |
| YTD | +25.4% | +32.1% | -6.7% | +10.6% |
| 1Y | +38.9% | +20.3% | +18.6% | +27.4% |
| 3Y | +38.7% | +42.7% | -4.0% | +13.7% |
| 5Y | -15.6% | -22.2% | +6.5% | -11.4% |
| All | +17.6% | -8.3% | +25.8% | +27.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling