+15.9%
ABNB vs TRU
-16.0%
+31.9%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | -9.5% | -9.4% | -0.1% | -5.2% |
| 30D | -9.4% | -4.1% | -5.3% | -7.6% |
| 3M | +29.9% | +13.6% | +16.3% | +21.5% |
| 6M | +26.6% | +3.6% | +23.0% | +23.0% |
| YTD | +23.5% | -9.8% | +33.3% | +27.2% |
| 1Y | +35.8% | -13.6% | +49.5% | +41.8% |
| 3Y | +15.0% | -2.0% | +16.9% | +7.7% |
| 5Y | +1.5% | -35.8% | +37.3% | +7.2% |
| All | +15.9% | -16.0% | +31.9% | +30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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