-10.7%
PFE vs ABNB
+16.2%
-26.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.1% |
| 7D | -4.3% | -7.4% | +3.2% | -3.9% |
| 30D | +2.7% | -8.2% | +10.9% | +3.1% |
| 3M | +10.0% | +29.1% | -19.2% | +8.7% |
| 6M | +7.2% | +26.6% | -19.4% | +5.9% |
| YTD | +17.3% | +25.0% | -7.7% | +15.9% |
| 1Y | +20.3% | +37.0% | -16.7% | +18.4% |
| 3Y | -1.6% | +16.3% | -18.0% | -3.3% |
| 5Y | -21.4% | +2.2% | -23.6% | -23.6% |
| All | -10.7% | +16.2% | -26.8% | -14.3% |
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