-15.6%
ABNB vs USB
+22.2%
-37.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.1% | -1.4% | -2.4% |
| 7D | +2.2% | -1.5% | +3.7% | +3.1% |
| 30D | +6.1% | +4.3% | +1.8% | +3.8% |
| 3M | +11.6% | -6.1% | +17.6% | +15.3% |
| 6M | +21.8% | +9.4% | +12.4% | +15.6% |
| YTD | +25.4% | +15.2% | +10.2% | +15.5% |
| 1Y | +38.9% | +32.8% | +6.1% | +18.6% |
| 3Y | +38.7% | +91.3% | -52.6% | -4.1% |
| 5Y | -15.6% | +22.7% | -38.3% | -25.2% |
| All | -15.6% | +22.2% | -37.8% | -25.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling