+31.3%
ABNB vs USB
+67.9%
-36.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.5% | +12.2% | +11.9% |
| 7D | +15.6% | 0.0% | +15.6% | +15.6% |
| 30D | +18.3% | +5.8% | +12.4% | +15.1% |
| 3M | +25.3% | -6.0% | +31.2% | +29.0% |
| 6M | +35.8% | +7.8% | +28.1% | +30.6% |
| YTD | +40.0% | +14.6% | +25.4% | +30.4% |
| 1Y | +57.6% | +31.8% | +25.9% | +37.3% |
| 3Y | +60.8% | +91.5% | -30.7% | +16.5% |
| 5Y | -5.8% | +22.0% | -27.8% | -20.8% |
| All | +31.3% | +67.9% | -36.6% | +14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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