+47.6%
SOFI vs ABNB
+15.6%
+32.0%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +1.4% |
| 7D | +5.6% | -4.4% | +10.0% | +8.6% |
| 30D | -2.0% | -2.0% | 0.0% | -1.2% |
| 3M | +9.2% | +29.8% | -20.7% | -9.4% |
| 6M | -4.7% | +31.0% | -35.7% | -21.4% |
| YTD | -31.2% | +28.6% | -59.8% | -42.9% |
| 1Y | -30.6% | +40.1% | -70.7% | -45.6% |
| 3Y | +110.6% | +19.7% | +90.9% | +77.1% |
| 5Y | +16.4% | +6.5% | +9.9% | +0.7% |
| All | +47.6% | +15.6% | +32.0% | +31.1% |
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 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