+63.8%
DIA vs ABNB
+0.4%
+63.3%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.5% | -0.4% |
| 7D | -3.0% | -9.5% | +6.5% | -1.3% |
| 30D | -3.0% | -9.4% | +6.4% | -1.3% |
| 3M | +4.5% | +29.9% | -25.4% | -0.9% |
| 6M | +9.8% | +26.6% | -16.8% | +4.5% |
| YTD | +9.3% | +23.5% | -14.2% | +4.3% |
| 1Y | +16.0% | +35.8% | -19.9% | +8.6% |
| 3Y | +57.7% | +15.0% | +42.8% | +48.9% |
| 5Y | +63.8% | +1.5% | +62.3% | +50.4% |
| All | +63.8% | +0.4% | +63.3% | +50.4% |
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