+25.2%
ABNB vs EMR
+130.2%
-105.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +6.5% | +2.7% | +3.8% | +4.9% |
| 30D | +9.4% | +2.1% | +7.3% | +7.9% |
| 3M | +0.6% | +2.3% | -1.7% | -1.1% |
| 6M | +33.7% | +22.5% | +11.2% | +17.4% |
| YTD | +33.5% | +27.2% | +6.3% | +12.3% |
| 1Y | +48.8% | +28.0% | +20.8% | +24.5% |
| 3Y | +53.3% | +103.4% | -50.1% | -8.9% |
| 5Y | -12.3% | +88.2% | -100.5% | -47.9% |
| All | +25.2% | +130.2% | -105.1% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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