+23.9%
BMY vs ABNB
+0.4%
+23.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.1% | -1.0% |
| 7D | -6.4% | -9.5% | +3.1% | -6.0% |
| 30D | +0.2% | -9.4% | +9.6% | +0.6% |
| 3M | +16.0% | +29.9% | -13.9% | +14.9% |
| 6M | +8.3% | +26.6% | -18.3% | +7.3% |
| YTD | +22.2% | +23.5% | -1.3% | +21.1% |
| 1Y | +41.7% | +35.8% | +5.8% | +40.0% |
| 3Y | +20.7% | +15.0% | +5.7% | +18.9% |
| 5Y | +23.9% | +1.5% | +22.4% | +21.2% |
| All | +23.9% | +0.4% | +23.5% | +21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling