+49.3%
ABNB vs USB
+94.5%
-45.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.9% | +3.7% | +4.6% |
| 7D | +6.2% | +2.4% | +3.8% | +4.9% |
| 30D | +7.5% | +6.6% | +0.9% | +3.7% |
| 3M | +17.6% | -4.1% | +21.7% | +20.3% |
| 6M | +27.0% | +12.5% | +14.5% | +18.3% |
| YTD | +30.0% | +17.6% | +12.3% | +17.5% |
| 1Y | +44.2% | +36.5% | +7.7% | +19.5% |
| All | +49.3% | +94.5% | -45.3% | -7.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling