+6.5%
ABNB vs MSI
+100.4%
-94.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -3.6% |
| 7D | -4.4% | -5.8% | +1.4% | -1.7% |
| 30D | -2.0% | -1.0% | -1.0% | -1.6% |
| 3M | +29.8% | +14.2% | +15.7% | +21.0% |
| 6M | +31.0% | +1.0% | +30.0% | +29.1% |
| YTD | +28.6% | +21.5% | +7.1% | +13.9% |
| 1Y | +40.1% | -2.1% | +42.2% | +39.6% |
| 3Y | +19.7% | +69.3% | -49.6% | -24.8% |
| 5Y | +6.5% | +99.3% | -92.8% | -46.3% |
| All | +6.5% | +100.4% | -94.0% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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