+247.9%
SOXX vs ABNB
+6.2%
+241.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.3% | +1.3% |
| 7D | +1.4% | -6.5% | +7.8% | +4.1% |
| 30D | -3.6% | -5.5% | +1.9% | -1.8% |
| 3M | -10.2% | +30.0% | -40.2% | -21.5% |
| 6M | +54.2% | +27.6% | +26.7% | +35.7% |
| YTD | +75.2% | +25.4% | +49.8% | +54.6% |
| 1Y | +107.5% | +38.3% | +69.2% | +74.8% |
| 3Y | +226.8% | +15.5% | +211.2% | +188.1% |
| All | +247.9% | +6.2% | +241.7% | +188.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling