+27.9%
ABNB vs USB
+95.2%
-67.3%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -4.0% | +1.4% | -5.4% | -4.7% |
| 30D | +19.3% | -1.3% | +20.6% | +20.1% |
| 3M | +36.1% | +15.2% | +20.8% | +25.8% |
| 6M | +34.2% | +18.8% | +15.4% | +21.8% |
| YTD | +34.1% | +21.0% | +13.0% | +20.1% |
| 1Y | +45.1% | +34.0% | +11.1% | +22.8% |
| All | +27.9% | +95.2% | -67.3% | -10.4% |
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