+29.2%
ABNB vs Z
-74.9%
+104.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.5% | +3.7% | +0.2% |
| 7D | +11.9% | -6.5% | +18.4% | +14.2% |
| 30D | +12.7% | -0.1% | +12.8% | +12.0% |
| 3M | +1.2% | -14.1% | +15.3% | +5.7% |
| 6M | +32.1% | -30.1% | +62.1% | +47.4% |
| YTD | +37.7% | -57.5% | +95.2% | +80.6% |
| 1Y | +55.5% | -60.3% | +115.8% | +108.0% |
| 3Y | +58.2% | -21.0% | +79.2% | +55.1% |
| 5Y | -2.8% | -54.9% | +52.1% | +6.2% |
| All | +29.2% | -74.9% | +104.0% | +63.8% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 Z 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