+93.0%
SCHD vs ABNB
+16.2%
+76.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.6% |
| 7D | -2.6% | -7.4% | +4.8% | -1.8% |
| 30D | -0.3% | -8.2% | +7.9% | +0.7% |
| 3M | +6.1% | +29.1% | -23.1% | +2.7% |
| 6M | +11.7% | +26.6% | -14.9% | +8.3% |
| YTD | +26.3% | +25.0% | +1.3% | +22.4% |
| 1Y | +28.8% | +37.0% | -8.3% | +23.3% |
| 3Y | +55.0% | +16.3% | +38.7% | +49.0% |
| 5Y | +60.0% | +2.2% | +57.8% | +50.3% |
| All | +93.0% | +16.2% | +76.8% | +80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling