+2.7%
ABNB vs XHB
+33.5%
-30.8%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.5% | -1.3% | -1.7% |
| 7D | -7.4% | -1.9% | -5.5% | -6.1% |
| 30D | -8.2% | -8.3% | +0.2% | -2.0% |
| 3M | +29.1% | -7.1% | +36.3% | +35.7% |
| 6M | +26.6% | -5.3% | +31.8% | +29.9% |
| YTD | +25.0% | -3.2% | +28.2% | +25.0% |
| 1Y | +37.0% | -13.9% | +50.9% | +49.8% |
| 3Y | +16.3% | +24.9% | -8.6% | -15.1% |
| All | +2.7% | +33.5% | -30.8% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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