+60.8%
ABNB vs FIVE
+34.8%
+25.9%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.4% | +12.1% | +11.8% |
| 7D | +15.6% | -0.3% | +15.8% | +15.7% |
| 30D | +18.3% | +17.7% | +0.6% | +14.4% |
| 3M | +25.3% | +4.0% | +21.3% | +24.1% |
| 6M | +35.8% | +2.6% | +33.2% | +34.3% |
| YTD | +40.0% | +27.6% | +12.4% | +32.2% |
| 1Y | +57.6% | +59.9% | -2.3% | +42.2% |
| 3Y | +60.8% | +35.8% | +25.0% | +21.6% |
| All | +60.8% | +34.8% | +25.9% | +21.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 3y: compounded portfolio wealth divided by compounded FIVE 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…
3y analysis · Full analysis span regression · 6 months rolling