+17.2%
ABNB vs SPGI
+41.8%
-24.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.6% | -0.3% | -1.2% |
| 7D | -7.4% | -3.1% | -4.3% | -5.6% |
| 30D | -8.2% | +2.0% | -10.2% | -9.3% |
| 3M | +29.1% | +4.3% | +24.8% | +24.9% |
| 6M | +26.6% | -0.2% | +26.8% | +25.6% |
| YTD | +25.0% | -14.8% | +39.8% | +36.4% |
| 1Y | +37.0% | -18.5% | +55.6% | +53.3% |
| 3Y | +16.3% | +16.0% | +0.4% | +0.3% |
| 5Y | +2.2% | +2.2% | 0.0% | -13.7% |
| All | +17.2% | +41.8% | -24.6% | +15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPGI.
Daily Out/Under-Performance
Portfolio return minus SPGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPGI 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 10y: compounded portfolio wealth divided by compounded SPGI 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…
10y analysis · Full analysis span regression · 6 months rolling