+2.7%
ABNB vs NWSA
+40.1%
-37.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.4% | -2.4% | -2.5% |
| 7D | -7.4% | -3.1% | -4.4% | -5.3% |
| 30D | -8.2% | +4.3% | -12.4% | -10.9% |
| 3M | +29.1% | +9.2% | +19.9% | +19.7% |
| 6M | +26.6% | +21.6% | +5.0% | +7.6% |
| YTD | +25.0% | +14.2% | +10.8% | +11.1% |
| 1Y | +37.0% | +1.8% | +35.3% | +32.3% |
| 3Y | +16.3% | +44.4% | -28.1% | -16.7% |
| All | +2.7% | +40.1% | -37.4% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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