+36.2%
ABNB vs SRE
+5.4%
+30.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.4% |
| 7D | -9.5% | -0.7% | -8.8% | -9.6% |
| 30D | -9.4% | -1.7% | -7.6% | -9.6% |
| 3M | +29.9% | -7.1% | +36.9% | +28.1% |
| 6M | +26.6% | -8.4% | +35.0% | +24.9% |
| YTD | +23.5% | -3.5% | +27.0% | +22.4% |
| All | +36.2% | +5.4% | +30.8% | +35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1y: compounded portfolio wealth divided by compounded SRE 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…
1y analysis · Full analysis span regression · 6 months rolling