+2.2%
ABNB vs PH
+251.4%
-249.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.1% | -2.4% |
| 7D | -7.4% | 0.0% | -7.4% | -7.4% |
| 30D | -8.2% | -10.3% | +2.1% | -1.7% |
| 3M | +29.1% | +5.1% | +24.1% | +23.6% |
| 6M | +26.6% | +2.3% | +24.3% | +22.2% |
| YTD | +25.0% | +8.7% | +16.3% | +15.3% |
| 1Y | +37.0% | +26.8% | +10.2% | +12.3% |
| 3Y | +16.3% | +139.2% | -122.9% | -45.1% |
| 5Y | +2.2% | +251.1% | -248.9% | -66.1% |
| All | +2.2% | +251.4% | -249.2% | -66.1% |
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