+40.1%
ABNB vs URI
+5.1%
+34.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.6% | -4.1% |
| 7D | -4.4% | +2.5% | -6.9% | -4.5% |
| 30D | -2.0% | -12.5% | +10.6% | -1.4% |
| 3M | +29.8% | -6.2% | +36.0% | +29.9% |
| 6M | +31.0% | +25.9% | +5.1% | +25.8% |
| YTD | +28.6% | +26.2% | +2.4% | +23.0% |
| 1Y | +40.1% | +5.5% | +34.6% | +36.1% |
| All | +40.1% | +5.1% | +34.9% | +36.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling