-2.3%
ABNB vs PH
+208.5%
-210.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.2% | -4.1% | -2.5% |
| 7D | +11.2% | +3.0% | +8.2% | +8.9% |
| 30D | +14.7% | -0.6% | +15.3% | +14.5% |
| 3M | +6.9% | -10.7% | +17.6% | +13.9% |
| 6M | +34.5% | +9.1% | +25.4% | +24.0% |
| YTD | +40.2% | +9.5% | +30.7% | +27.4% |
| 1Y | +57.4% | +14.0% | +43.4% | +38.7% |
| 3Y | +64.7% | +138.9% | -74.1% | -24.1% |
| 5Y | -2.3% | +209.1% | -211.4% | -66.7% |
| All | -2.3% | +208.5% | -210.7% | -66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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