+1.5%
ABNB vs HIG
+118.8%
-117.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.3% | -1.3% |
| 7D | -9.5% | -2.3% | -7.2% | -8.4% |
| 30D | -9.4% | -1.2% | -8.2% | -8.8% |
| 3M | +29.9% | +6.3% | +23.6% | +25.4% |
| 6M | +26.6% | +0.6% | +26.0% | +25.5% |
| YTD | +23.5% | +0.6% | +22.9% | +22.2% |
| 1Y | +35.8% | +6.1% | +29.7% | +30.1% |
| 3Y | +15.0% | +102.0% | -87.0% | -30.0% |
| 5Y | +1.5% | +119.2% | -117.7% | -44.5% |
| All | +1.5% | +118.8% | -117.3% | -44.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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