+2.2%
ABNB vs EMR
+60.6%
-58.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.2% | -1.6% | -2.1% |
| 7D | -7.4% | +0.9% | -8.4% | -8.0% |
| 30D | -8.2% | -5.0% | -3.2% | -5.5% |
| 3M | +29.1% | +5.9% | +23.2% | +23.4% |
| 6M | +26.6% | +7.3% | +19.2% | +18.6% |
| YTD | +25.0% | +14.6% | +10.4% | +10.5% |
| 1Y | +37.0% | +15.6% | +21.4% | +19.2% |
| 3Y | +16.3% | +60.2% | -43.8% | -24.0% |
| 5Y | +2.2% | +65.8% | -63.7% | -37.2% |
| All | +2.2% | +60.6% | -58.5% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling