+6.5%
ABNB vs SM
+111.2%
-104.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +3.6% | -7.7% | -4.8% |
| 7D | -4.4% | -0.2% | -4.2% | -4.4% |
| 30D | -2.0% | +31.5% | -33.5% | -7.6% |
| 3M | +29.8% | +17.3% | +12.5% | +24.1% |
| 6M | +31.0% | +48.5% | -17.5% | +16.6% |
| YTD | +28.6% | +106.3% | -77.7% | +4.6% |
| 1Y | +40.1% | +47.3% | -7.2% | +23.3% |
| 3Y | +19.7% | -1.4% | +21.1% | +10.7% |
| 5Y | +6.5% | +114.0% | -107.6% | -14.3% |
| All | +6.5% | +111.2% | -104.8% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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