-9.9%
ABNB vs URI
+203.0%
-212.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.3% | +4.4% | +3.7% |
| 7D | -1.7% | +6.7% | -8.4% | -4.6% |
| 30D | +11.8% | +8.9% | +2.9% | +7.1% |
| 3M | +0.9% | +0.5% | +0.4% | -0.5% |
| 6M | +40.5% | +20.7% | +19.8% | +25.3% |
| YTD | +37.6% | +40.0% | -2.4% | +9.8% |
| 1Y | +54.1% | +34.4% | +19.7% | +25.6% |
| 3Y | +56.8% | +149.5% | -92.7% | -20.3% |
| All | -9.9% | +203.0% | -212.9% | -61.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling