+112.0%
IBM vs ABNB
+6.9%
+105.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | -0.6% |
| 7D | +0.3% | -4.4% | +4.7% | +0.9% |
| 30D | -1.5% | -2.0% | +0.5% | -1.3% |
| 3M | -16.8% | +29.8% | -46.6% | -19.9% |
| 6M | -9.0% | +31.0% | -40.0% | -12.6% |
| YTD | -20.1% | +28.6% | -48.7% | -23.0% |
| 1Y | -7.0% | +40.1% | -47.1% | -11.3% |
| 3Y | +72.4% | +19.7% | +52.7% | +64.8% |
| 5Y | +112.0% | +6.5% | +105.5% | +99.7% |
| All | +112.0% | +6.9% | +105.1% | +99.7% |
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