+15.1%
ABNB vs XYZ
+47.2%
-32.0%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.5% |
| 7D | -7.4% | -3.7% | -3.7% | -6.3% |
| 30D | -8.2% | +0.5% | -8.7% | -8.4% |
| 3M | +29.1% | +16.3% | +12.9% | +23.1% |
| 6M | +26.6% | +21.1% | +5.4% | +18.9% |
| YTD | +25.0% | +22.0% | +3.0% | +16.2% |
| 1Y | +37.0% | +5.2% | +31.9% | +32.2% |
| All | +15.1% | +47.2% | -32.0% | -6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling