-5.2%
ABNB vs U
-66.8%
+61.6%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +5.5% | +6.2% | +10.2% |
| 7D | +15.6% | +36.6% | -21.0% | +6.1% |
| 30D | +18.3% | +13.3% | +5.0% | +13.6% |
| 3M | +25.3% | +26.2% | -0.9% | +16.7% |
| 6M | +35.8% | +88.7% | -52.9% | +12.5% |
| YTD | +40.0% | +16.6% | +23.4% | +27.2% |
| 1Y | +57.6% | +29.0% | +28.7% | +38.1% |
| 3Y | +60.8% | +99.5% | -38.7% | +9.6% |
| All | -5.2% | -66.8% | +61.6% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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