+41.0%
ABNB vs HWM
+29.8%
+11.2%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -10.7% | +6.6% | -3.0% |
| 7D | -4.4% | -9.2% | +4.8% | -3.5% |
| 30D | -2.0% | -17.9% | +15.9% | -0.6% |
| 3M | +29.8% | -6.0% | +35.9% | +29.3% |
| 6M | +31.0% | -7.4% | +38.4% | +29.7% |
| YTD | +28.6% | +13.1% | +15.5% | +27.9% |
| All | +41.0% | +29.8% | +11.2% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 1y: compounded portfolio wealth divided by compounded HWM 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…
1y analysis · Full analysis span regression · 6 months rolling