+25.7%
ABNB vs U
-72.5%
+98.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.8% | -1.5% |
| 7D | -4.0% | -3.8% | -0.1% | -2.9% |
| 30D | +19.3% | +17.5% | +1.9% | +13.8% |
| 3M | +36.1% | +38.7% | -2.7% | +23.4% |
| 6M | +34.2% | +104.4% | -70.2% | +7.9% |
| YTD | +34.1% | -5.7% | +39.7% | +29.9% |
| 1Y | +45.1% | +3.7% | +41.4% | +33.4% |
| 3Y | +37.1% | +12.3% | +24.8% | +11.1% |
| 5Y | +15.2% | -68.8% | +84.0% | +30.6% |
| All | +25.7% | -72.5% | +98.2% | +60.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling