+1.5%
ABNB vs DOW
-36.0%
+37.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.4% |
| 7D | -9.5% | -2.4% | -7.1% | -8.8% |
| 30D | -9.4% | -4.1% | -5.3% | -8.3% |
| 3M | +29.9% | -12.4% | +42.3% | +34.7% |
| 6M | +26.6% | -10.6% | +37.2% | +26.6% |
| YTD | +23.5% | +31.1% | -7.6% | +1.9% |
| 1Y | +35.8% | +30.5% | +5.3% | +10.6% |
| 3Y | +15.0% | -34.4% | +49.4% | +35.0% |
| 5Y | +1.5% | -35.5% | +37.0% | +20.8% |
| All | +1.5% | -36.0% | +37.4% | +20.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling