+31.3%
ABNB vs SW
+15.6%
+15.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.9% | +12.6% | +11.9% |
| 7D | +15.6% | +2.3% | +13.3% | +15.1% |
| 30D | +18.3% | +6.8% | +11.5% | +16.7% |
| 3M | +25.3% | -5.2% | +30.5% | +26.6% |
| 6M | +35.8% | +7.4% | +28.4% | +33.4% |
| YTD | +40.0% | +17.4% | +22.6% | +34.4% |
| 1Y | +57.6% | +27.1% | +30.5% | +48.9% |
| 3Y | +60.8% | +47.9% | +12.9% | +45.9% |
| 5Y | -5.8% | -2.6% | -3.2% | -13.4% |
| All | +31.3% | +15.6% | +15.7% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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