+56.8%
ABNB vs SRE
+24.6%
+32.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.7% | +2.4% | +3.0% |
| 7D | -1.7% | +1.8% | -3.4% | -2.0% |
| 30D | +11.8% | -3.0% | +14.8% | +12.3% |
| 3M | +0.9% | -7.3% | +8.1% | +2.1% |
| 6M | +40.5% | -11.9% | +52.4% | +43.3% |
| YTD | +37.6% | -7.9% | +45.5% | +38.2% |
| 1Y | +54.1% | -11.1% | +65.3% | +56.2% |
| 3Y | +56.8% | +24.8% | +32.0% | +35.1% |
| All | +56.8% | +24.6% | +32.2% | +35.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling