+1.5%
ABNB vs SPGI
+0.1%
+1.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.9% | +0.7% | +0.2% |
| 7D | -9.5% | -8.9% | -0.6% | -3.3% |
| 30D | -9.4% | +0.6% | -10.0% | -9.8% |
| 3M | +29.9% | +2.0% | +27.9% | +27.0% |
| 6M | +26.6% | +0.1% | +26.5% | +25.0% |
| YTD | +23.5% | -16.4% | +39.9% | +38.1% |
| 1Y | +35.8% | -18.9% | +54.8% | +54.5% |
| 3Y | +15.0% | +13.8% | +1.2% | -4.0% |
| 5Y | +1.5% | +0.5% | +1.0% | -8.3% |
| All | +1.5% | +0.1% | +1.4% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling