+25.7%
ABNB vs HWM
+947.0%
-921.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.6% |
| 7D | -4.0% | -2.1% | -1.8% | -3.1% |
| 30D | +19.3% | -11.0% | +30.3% | +25.4% |
| 3M | +36.1% | +4.0% | +32.0% | +31.6% |
| 6M | +34.2% | -0.2% | +34.5% | +31.5% |
| YTD | +34.1% | +26.7% | +7.4% | +15.0% |
| 1Y | +45.1% | +44.7% | +0.4% | +14.9% |
| 3Y | +37.1% | +426.1% | -389.0% | -53.8% |
| 5Y | +15.2% | +738.5% | -723.4% | -71.2% |
| All | +25.7% | +947.0% | -921.3% | -66.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling