+25.7%
ABNB vs XHB
+91.3%
-65.5%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.0% | -2.7% | -2.5% |
| 7D | -4.0% | -1.3% | -2.7% | -3.1% |
| 30D | +19.3% | -6.9% | +26.2% | +25.6% |
| 3M | +36.1% | -1.3% | +37.3% | +36.3% |
| 6M | +34.2% | -6.8% | +41.0% | +39.5% |
| YTD | +34.1% | +0.7% | +33.3% | +30.4% |
| 1Y | +45.1% | -11.2% | +56.4% | +54.8% |
| 3Y | +37.1% | +25.3% | +11.8% | +3.2% |
| 5Y | +15.2% | +37.3% | -22.2% | -23.3% |
| All | +25.7% | +91.3% | -65.5% | -34.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling