+442.8%
SMH vs ABNB
+14.8%
+428.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.3% | -2.0% |
| 7D | +1.4% | -9.5% | +10.9% | +4.8% |
| 30D | -2.2% | -9.4% | +7.2% | +0.8% |
| 3M | -1.9% | +29.9% | -31.7% | -12.2% |
| 6M | +41.0% | +26.6% | +14.4% | +27.2% |
| YTD | +55.6% | +23.5% | +32.1% | +41.1% |
| 1Y | +86.8% | +35.8% | +51.0% | +63.2% |
| 3Y | +277.7% | +15.0% | +262.7% | +241.4% |
| 5Y | +324.2% | +1.5% | +322.7% | +272.4% |
| All | +442.8% | +14.8% | +428.0% | +377.7% |
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 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