+29.1%
ABNB vs DOW
-18.0%
+47.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.3% | +3.5% | +3.2% |
| 7D | -1.7% | +5.2% | -6.9% | -3.2% |
| 30D | +11.8% | +13.2% | -1.4% | +7.4% |
| 3M | +0.9% | +10.1% | -9.2% | -2.6% |
| 6M | +40.5% | -13.1% | +53.5% | +45.5% |
| YTD | +37.6% | +46.1% | -8.5% | +11.5% |
| 1Y | +54.1% | +50.0% | +4.1% | +23.0% |
| 3Y | +56.8% | -20.2% | +77.0% | +62.9% |
| 5Y | -9.6% | -27.7% | +18.1% | -0.9% |
| All | +29.1% | -18.0% | +47.0% | +34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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