+29.1%
ABNB vs Z
-74.1%
+103.2%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.5% | -0.4% | +1.9% |
| 7D | -1.7% | +0.8% | -2.5% | -2.1% |
| 30D | +11.8% | +5.2% | +6.6% | +9.1% |
| 3M | +0.9% | -17.0% | +17.9% | +6.7% |
| 6M | +40.5% | -22.7% | +63.1% | +51.2% |
| YTD | +37.6% | -56.3% | +93.9% | +78.7% |
| 1Y | +54.1% | -57.7% | +111.8% | +101.4% |
| 3Y | +56.8% | -16.5% | +73.3% | +50.6% |
| 5Y | -9.6% | -53.4% | +43.8% | -2.3% |
| All | +29.1% | -74.1% | +103.2% | +62.0% |
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