+29.2%
ABNB vs URI
+370.9%
-341.7%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.1% | +0.3% | -1.0% |
| 7D | +11.9% | -6.0% | +17.9% | +14.4% |
| 30D | +12.7% | +4.6% | +8.1% | +10.2% |
| 3M | +1.2% | -2.7% | +3.9% | +1.4% |
| 6M | +32.1% | +18.4% | +13.7% | +20.0% |
| YTD | +37.7% | +37.4% | +0.4% | +13.3% |
| 1Y | +55.5% | +30.4% | +25.1% | +31.0% |
| 3Y | +58.2% | +147.9% | -89.7% | -10.7% |
| 5Y | -2.8% | +202.1% | -204.8% | -55.5% |
| All | +29.2% | +370.9% | -341.7% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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