+60.8%
ABNB vs HWM
+330.9%
-270.1%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.5% | +9.2% | +11.0% |
| 7D | +15.6% | +3.4% | +12.2% | +14.3% |
| 30D | +18.3% | -7.5% | +25.8% | +20.3% |
| 3M | +25.3% | -28.9% | +54.2% | +36.3% |
| 6M | +35.8% | -19.6% | +55.4% | +41.7% |
| YTD | +40.0% | +0.6% | +39.4% | +34.8% |
| 1Y | +57.6% | +0.3% | +57.3% | +51.7% |
| 3Y | +60.8% | +326.1% | -265.4% | -8.0% |
| All | +60.8% | +330.9% | -270.1% | -8.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling