+25.7%
ABNB vs USB
+77.3%
-51.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | -4.0% | +1.4% | -5.4% | -4.6% |
| 30D | +19.3% | -1.3% | +20.6% | +20.0% |
| 3M | +36.1% | +15.2% | +20.8% | +26.8% |
| 6M | +34.2% | +18.8% | +15.4% | +23.1% |
| YTD | +34.1% | +21.0% | +13.0% | +21.6% |
| 1Y | +45.1% | +34.0% | +11.1% | +25.2% |
| 3Y | +37.1% | +95.3% | -58.2% | -2.2% |
| 5Y | +15.2% | +40.4% | -25.2% | -6.6% |
| All | +25.7% | +77.3% | -51.6% | +7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling