-5.5%
ABNB vs XRT
-1.3%
-4.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | +2.7% | -1.4% | +4.1% | +3.9% |
| 30D | +10.8% | +9.8% | +1.0% | +1.0% |
| 3M | -2.1% | +3.3% | -5.4% | -5.3% |
| 6M | +32.2% | +13.6% | +18.6% | +16.5% |
| YTD | +33.5% | +9.1% | +24.4% | +22.4% |
| 1Y | +47.8% | +15.1% | +32.8% | +28.6% |
| 3Y | +53.3% | +59.9% | -6.6% | -7.8% |
| 5Y | -5.5% | -1.7% | -3.7% | +5.5% |
| All | -5.5% | -1.3% | -4.2% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 XRT 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