+17.2%
ABNB vs URI
+338.4%
-321.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.2% | -3.4% |
| 7D | -7.4% | +5.0% | -12.4% | -9.3% |
| 30D | -8.2% | -9.4% | +1.2% | -4.7% |
| 3M | +29.1% | -5.8% | +35.0% | +30.5% |
| 6M | +26.6% | +25.8% | +0.7% | +10.3% |
| YTD | +25.0% | +27.9% | -2.9% | +6.5% |
| 1Y | +37.0% | +9.7% | +27.3% | +25.1% |
| 3Y | +16.3% | +128.0% | -111.7% | -31.6% |
| 5Y | +2.2% | +212.4% | -210.2% | -52.5% |
| All | +17.2% | +338.4% | -321.2% | -42.1% |
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