+4.6%
ABNB vs SPMO
+148.2%
-143.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.7% | +0.5% |
| 7D | -9.5% | +0.1% | -9.6% | -9.6% |
| 30D | -9.4% | -0.7% | -8.7% | -9.3% |
| 3M | +29.9% | +2.8% | +27.0% | +21.4% |
| 6M | +26.6% | +24.4% | +2.2% | -6.3% |
| YTD | +23.5% | +24.2% | -0.7% | -8.5% |
| 1Y | +35.8% | +24.5% | +11.4% | -0.2% |
| 3Y | +15.0% | +155.6% | -140.6% | -68.7% |
| All | +4.6% | +148.2% | -143.6% | -69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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