+100.2%
AMGN vs ABNB
+14.8%
+85.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.1% | -2.2% |
| 7D | -13.9% | -9.5% | -4.4% | -13.4% |
| 30D | -7.1% | -9.4% | +2.2% | -6.7% |
| 3M | +13.9% | +29.9% | -16.0% | +12.5% |
| 6M | +3.2% | +26.6% | -23.3% | +2.1% |
| YTD | +19.2% | +23.5% | -4.3% | +17.9% |
| 1Y | +41.1% | +35.8% | +5.3% | +39.0% |
| 3Y | +61.3% | +15.0% | +46.3% | +58.6% |
| 5Y | +109.1% | +1.5% | +107.6% | +104.2% |
| All | +100.2% | +14.8% | +85.4% | +98.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ABNB.
Daily Out/Under-Performance
Portfolio return minus ABNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABNB 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 ABNB 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