+15.9%
ABNB vs EMR
+104.6%
-88.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -0.4% |
| 7D | -9.5% | -1.2% | -8.3% | -8.9% |
| 30D | -9.4% | -9.4% | +0.1% | -4.3% |
| 3M | +29.9% | +8.6% | +21.3% | +22.8% |
| 6M | +26.6% | +6.7% | +19.9% | +19.7% |
| YTD | +23.5% | +13.1% | +10.5% | +11.5% |
| 1Y | +35.8% | +12.7% | +23.1% | +21.8% |
| 3Y | +15.0% | +58.1% | -43.1% | -19.7% |
| 5Y | +1.5% | +63.6% | -62.2% | -35.4% |
| All | +15.9% | +104.6% | -88.8% | -20.9% |
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