-5.7%
PFE vs ABNB
+27.9%
-33.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.1% | -2.9% | +0.1% |
| 7D | -1.7% | -1.7% | 0.0% | -1.6% |
| 30D | +0.3% | +11.8% | -11.5% | -0.2% |
| 3M | +9.4% | +0.9% | +8.5% | +9.2% |
| 6M | +14.9% | +40.5% | -25.6% | +12.9% |
| YTD | +23.8% | +37.6% | -13.8% | +21.7% |
| 1Y | +19.5% | +54.1% | -34.6% | +16.9% |
| 3Y | +21.0% | +56.8% | -35.7% | +17.8% |
| 5Y | -23.9% | -9.6% | -14.3% | -26.5% |
| All | -5.7% | +27.9% | -33.7% | -10.1% |
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