-12.3%
ABNB vs DOW
-27.1%
+14.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.9% | -1.9% | -0.6% |
| 7D | +6.5% | +3.7% | +2.8% | +5.1% |
| 30D | +9.4% | +16.3% | -6.9% | +3.9% |
| 3M | +0.6% | +9.7% | -9.1% | -3.1% |
| 6M | +33.7% | -14.1% | +47.8% | +39.6% |
| YTD | +33.5% | +46.6% | -13.1% | +5.3% |
| 1Y | +48.8% | +56.8% | -8.0% | +13.0% |
| 3Y | +53.3% | -20.4% | +73.7% | +63.8% |
| 5Y | -12.3% | -27.4% | +15.1% | +6.7% |
| All | -12.3% | -27.1% | +14.8% | +6.7% |
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