+6.5%
ABNB vs Z
-67.0%
+73.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.4% | +2.4% | -1.6% |
| 7D | -4.4% | -3.3% | -1.1% | -3.2% |
| 30D | -2.0% | -3.7% | +1.7% | -0.8% |
| 3M | +29.8% | -7.0% | +36.8% | +32.4% |
| 6M | +31.0% | -29.5% | +60.5% | +47.5% |
| YTD | +28.6% | -52.6% | +81.2% | +66.7% |
| 1Y | +40.1% | -64.0% | +104.1% | +100.1% |
| 3Y | +19.7% | -36.4% | +56.1% | +28.3% |
| 5Y | +6.5% | -65.8% | +72.2% | +10.6% |
| All | +6.5% | -67.0% | +73.5% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling