+6.5%
ABNB vs GEN
+22.3%
-15.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.7% | -1.3% | -2.9% |
| 7D | -4.4% | -0.7% | -3.7% | -4.1% |
| 30D | -2.0% | +2.6% | -4.6% | -3.2% |
| 3M | +29.8% | +15.8% | +14.1% | +21.9% |
| 6M | +31.0% | +33.1% | -2.1% | +14.9% |
| YTD | +28.6% | +11.3% | +17.3% | +21.7% |
| 1Y | +40.1% | +1.7% | +38.4% | +37.8% |
| 3Y | +19.7% | +58.1% | -38.4% | -4.1% |
| 5Y | +6.5% | +20.6% | -14.2% | -7.6% |
| All | +6.5% | +22.3% | -15.9% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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