+31.3%
ABNB vs URI
+349.8%
-318.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +1.1% | +10.5% | +11.2% |
| 7D | +15.6% | -9.8% | +25.4% | +20.2% |
| 30D | +18.3% | +1.7% | +16.5% | +17.0% |
| 3M | +25.3% | -9.1% | +34.3% | +29.1% |
| 6M | +35.8% | +9.9% | +26.0% | +27.4% |
| YTD | +40.0% | +31.2% | +8.8% | +17.4% |
| 1Y | +57.6% | +25.9% | +31.7% | +34.7% |
| 3Y | +60.8% | +147.4% | -86.6% | -9.7% |
| 5Y | -5.8% | +179.7% | -185.5% | -55.8% |
| All | +31.3% | +349.8% | -318.5% | -36.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling