+15.9%
ABNB vs UUUU
+418.3%
-402.4%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -6.3% | +5.2% | -0.1% |
| 7D | -9.5% | -5.0% | -4.5% | -8.8% |
| 30D | -9.4% | -7.8% | -1.6% | -8.5% |
| 3M | +29.9% | -0.4% | +30.3% | +28.9% |
| 6M | +26.6% | -32.9% | +59.5% | +32.1% |
| YTD | +23.5% | -6.3% | +29.8% | +17.6% |
| 1Y | +35.8% | +7.9% | +27.9% | +21.0% |
| 3Y | +15.0% | +85.2% | -70.2% | -17.2% |
| 5Y | +1.5% | +97.0% | -95.5% | -31.6% |
| All | +15.9% | +418.3% | -402.4% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling