+1.5%
ABNB vs SPXU
-85.5%
+87.0%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -0.2% |
| 7D | -9.5% | +6.4% | -15.9% | -6.5% |
| 30D | -9.4% | +5.9% | -15.3% | -6.4% |
| 3M | +29.9% | -11.7% | +41.5% | +22.9% |
| 6M | +26.6% | -28.7% | +55.3% | +8.9% |
| YTD | +23.5% | -26.4% | +49.9% | +9.1% |
| 1Y | +35.8% | -35.2% | +71.1% | +13.1% |
| 3Y | +15.0% | -79.8% | +94.8% | -40.7% |
| 5Y | +1.5% | -86.1% | +87.5% | -38.8% |
| All | +1.5% | -85.5% | +87.0% | -38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling