-9.9%
ABNB vs TRU
-26.5%
+16.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.1% | +3.0% | +3.1% |
| 7D | -1.7% | 0.0% | -1.7% | -1.7% |
| 30D | +11.8% | +21.3% | -9.5% | +0.9% |
| 3M | +0.9% | +0.2% | +0.7% | -0.2% |
| 6M | +40.5% | +22.4% | +18.1% | +24.5% |
| YTD | +37.6% | -4.8% | +42.5% | +37.0% |
| 1Y | +54.1% | -0.2% | +54.3% | +49.4% |
| 3Y | +56.8% | +57.9% | -1.2% | +8.2% |
| All | -9.9% | -26.5% | +16.6% | +15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling