+29.1%
ABNB vs SPXU
-93.0%
+122.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.2% | +1.9% | +3.7% |
| 7D | -1.7% | -7.6% | +5.9% | -5.4% |
| 30D | +11.8% | +5.3% | +6.5% | +15.5% |
| 3M | +0.9% | +9.6% | -8.7% | +6.8% |
| 6M | +40.5% | -4.5% | +45.0% | +40.3% |
| YTD | +37.6% | -25.9% | +63.5% | +23.8% |
| 1Y | +54.1% | -28.9% | +83.0% | +36.3% |
| 3Y | +56.8% | -80.5% | +137.2% | -17.3% |
| 5Y | -9.6% | -83.4% | +73.8% | -43.2% |
| All | +29.1% | -93.0% | +122.1% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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