+27.9%
ABNB vs URI
+113.1%
-85.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.4% | -2.2% |
| 7D | -4.0% | -2.0% | -2.0% | -3.5% |
| 30D | +19.3% | -12.9% | +32.3% | +23.7% |
| 3M | +36.1% | -6.7% | +42.8% | +37.4% |
| 6M | +34.2% | +19.0% | +15.2% | +23.9% |
| YTD | +34.1% | +25.5% | +8.5% | +19.7% |
| 1Y | +45.1% | +5.5% | +39.6% | +38.4% |
| All | +27.9% | +113.1% | -85.3% | -14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling