+60.8%
ABNB vs USB
+89.5%
-28.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -0.5% | +12.2% | +12.0% |
| 7D | +15.6% | 0.0% | +15.6% | +15.7% |
| 30D | +18.3% | +5.8% | +12.4% | +14.6% |
| 3M | +25.3% | -6.0% | +31.2% | +29.6% |
| 6M | +35.8% | +7.8% | +28.1% | +29.7% |
| YTD | +40.0% | +14.6% | +25.4% | +28.5% |
| 1Y | +57.6% | +31.8% | +25.9% | +33.3% |
| 3Y | +60.8% | +91.5% | -30.7% | +1.3% |
| All | +60.8% | +89.5% | -28.7% | +1.3% |
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