+25.2%
ABNB vs USB
+71.4%
-46.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | +2.7% | -0.5% | +3.2% | +2.9% |
| 30D | +10.8% | +5.7% | +5.1% | +7.9% |
| 3M | -2.1% | -4.7% | +2.6% | +0.2% |
| 6M | +32.2% | +13.4% | +18.8% | +24.0% |
| YTD | +33.5% | +17.0% | +16.5% | +23.1% |
| 1Y | +47.8% | +32.4% | +15.5% | +28.5% |
| 3Y | +53.3% | +101.7% | -48.4% | +8.5% |
| 5Y | -5.5% | +24.4% | -29.9% | -21.3% |
| All | +25.2% | +71.4% | -46.2% | +8.3% |
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