+25.2%
ABNB vs SPGI
+58.8%
-33.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.9% |
| 7D | +6.5% | -0.8% | +7.3% | +6.9% |
| 30D | +9.4% | +14.3% | -4.9% | +0.6% |
| 3M | +0.6% | +14.5% | -13.9% | -7.7% |
| 6M | +33.7% | +17.3% | +16.4% | +19.8% |
| YTD | +33.5% | -4.6% | +38.0% | +35.5% |
| 1Y | +48.8% | +0.8% | +48.1% | +45.6% |
| 3Y | +53.3% | +28.8% | +24.5% | +23.8% |
| 5Y | -12.3% | +14.0% | -26.3% | -30.8% |
| All | +25.2% | +58.8% | -33.7% | +14.5% |
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