-5.2%
ABNB vs SPGI
+11.1%
-16.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -1.0% | +12.6% | +12.4% |
| 7D | +15.6% | +0.3% | +15.3% | +15.4% |
| 30D | +18.3% | +18.4% | -0.1% | +5.0% |
| 3M | +25.3% | +15.7% | +9.6% | +12.9% |
| 6M | +35.8% | +17.3% | +18.6% | +19.7% |
| YTD | +40.0% | -4.7% | +44.7% | +42.7% |
| 1Y | +57.6% | +1.8% | +55.8% | +52.3% |
| 3Y | +60.8% | +31.7% | +29.1% | +19.8% |
| All | -5.2% | +11.1% | -16.3% | -19.9% |
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