+42.0%
SOFI vs ABNB
+12.7%
+29.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.5% | -0.9% | -0.3% |
| 7D | -4.9% | -6.5% | +1.5% | -1.0% |
| 30D | -3.5% | -5.5% | +2.0% | -0.3% |
| 3M | +3.9% | +30.0% | -26.1% | -13.9% |
| 6M | -6.5% | +27.6% | -34.1% | -21.6% |
| YTD | -33.8% | +25.4% | -59.2% | -44.2% |
| 1Y | -33.3% | +38.3% | -71.6% | -47.3% |
| 3Y | +94.6% | +15.5% | +79.1% | +67.3% |
| 5Y | +13.3% | +3.0% | +10.3% | -0.3% |
| All | +42.0% | +12.7% | +29.3% | +28.1% |
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