+15.1%
ABNB vs SRE
+30.8%
-15.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | -7.4% | +1.5% | -8.9% | -7.7% |
| 30D | -8.2% | +0.8% | -9.0% | -8.4% |
| 3M | +29.1% | -5.8% | +34.9% | +30.3% |
| 6M | +26.6% | -7.8% | +34.4% | +28.0% |
| YTD | +25.0% | -2.4% | +27.3% | +24.3% |
| 1Y | +37.0% | +8.9% | +28.1% | +31.7% |
| All | +15.1% | +30.8% | -15.7% | +0.5% |
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