+31.5%
ABNB vs USB
+72.1%
-40.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.4% | -1.1% |
| 7D | +11.2% | +0.8% | +10.4% | +10.8% |
| 30D | +14.7% | +6.8% | +7.9% | +11.2% |
| 3M | +6.9% | -3.8% | +10.6% | +8.8% |
| 6M | +34.5% | +11.7% | +22.8% | +27.1% |
| YTD | +40.2% | +17.5% | +22.7% | +29.0% |
| 1Y | +57.4% | +33.8% | +23.7% | +36.1% |
| 3Y | +64.7% | +104.2% | -39.5% | +15.9% |
| 5Y | -2.3% | +26.4% | -28.7% | -18.9% |
| All | +31.5% | +72.1% | -40.6% | +13.6% |
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