+64.7%
ABNB vs Z
-19.5%
+84.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.8% | -3.6% | -1.0% |
| 7D | +11.2% | -5.2% | +16.4% | +12.8% |
| 30D | +14.7% | +5.7% | +9.0% | +12.2% |
| 3M | +6.9% | -8.7% | +15.6% | +9.1% |
| 6M | +34.5% | -26.0% | +60.5% | +45.3% |
| YTD | +40.2% | -55.0% | +95.3% | +73.1% |
| 1Y | +57.4% | -58.0% | +115.4% | +97.5% |
| 3Y | +64.7% | -15.2% | +79.9% | +60.1% |
| All | +64.7% | -19.5% | +84.2% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling