+20.6%
ABNB vs FIX
+3,182.9%
-3,162.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +2.4% | -6.4% | -4.6% |
| 7D | -4.4% | +6.1% | -10.4% | -5.6% |
| 30D | -2.0% | -2.7% | +0.7% | -1.9% |
| 3M | +29.8% | -10.9% | +40.8% | +30.9% |
| 6M | +31.0% | +29.0% | +2.0% | +18.8% |
| YTD | +28.6% | +76.9% | -48.3% | +6.3% |
| 1Y | +40.1% | +130.7% | -90.7% | +5.3% |
| 3Y | +19.7% | +790.7% | -771.0% | -49.9% |
| 5Y | +6.5% | +2,185.6% | -2,179.1% | -69.2% |
| All | +20.6% | +3,182.9% | -3,162.3% | -64.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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