+25.7%
ABNB vs SPGI
+50.4%
-24.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.6% | -0.2% | -0.8% |
| 7D | -4.0% | +0.1% | -4.1% | -4.1% |
| 30D | +19.3% | +8.4% | +10.9% | +13.5% |
| 3M | +36.1% | +11.8% | +24.2% | +25.8% |
| 6M | +34.2% | +5.7% | +28.5% | +28.4% |
| YTD | +34.1% | -9.7% | +43.7% | +41.0% |
| 1Y | +45.1% | -12.5% | +57.6% | +54.9% |
| 3Y | +37.1% | +21.8% | +15.3% | +14.7% |
| 5Y | +15.2% | +8.2% | +7.0% | -6.3% |
| All | +25.7% | +50.4% | -24.6% | +19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling