-9.9%
ABNB vs IT
-42.2%
+32.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +2.8% |
| 7D | -1.7% | +1.1% | -2.8% | -2.2% |
| 30D | +11.8% | -1.8% | +13.7% | +11.6% |
| 3M | +0.9% | +4.8% | -3.9% | -3.1% |
| 6M | +40.5% | +33.0% | +7.5% | +16.2% |
| YTD | +37.6% | -23.8% | +61.5% | +51.3% |
| 1Y | +54.1% | -16.5% | +70.6% | +60.2% |
| 3Y | +56.8% | -53.6% | +110.4% | +123.0% |
| All | -9.9% | -42.2% | +32.4% | -4.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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