+11.0%
NEE vs ABNB
+0.4%
+10.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.1% |
| 7D | -1.9% | -9.5% | +7.6% | -1.0% |
| 30D | -3.1% | -9.4% | +6.2% | -2.3% |
| 3M | -2.4% | +29.9% | -32.3% | -5.1% |
| 6M | -8.6% | +26.6% | -35.2% | -11.1% |
| YTD | +4.9% | +23.5% | -18.6% | +2.2% |
| 1Y | +19.4% | +35.8% | -16.5% | +14.9% |
| 3Y | +34.9% | +15.0% | +19.9% | +29.8% |
| 5Y | +11.0% | +1.5% | +9.5% | +3.8% |
| All | +11.0% | +0.4% | +10.6% | +3.8% |
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