+337.3%
SOXX vs ABNB
+14.8%
+322.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.6% | -2.3% |
| 7D | +3.0% | -9.5% | +12.5% | +6.6% |
| 30D | -3.1% | -9.4% | +6.2% | -0.1% |
| 3M | -4.4% | +29.9% | -34.3% | -14.8% |
| 6M | +52.9% | +26.6% | +26.3% | +37.3% |
| YTD | +72.0% | +23.5% | +48.5% | +55.3% |
| 1Y | +105.1% | +35.8% | +69.3% | +78.2% |
| 3Y | +220.6% | +15.0% | +205.6% | +189.0% |
| 5Y | +244.8% | +1.5% | +243.3% | +201.8% |
| All | +337.3% | +14.8% | +322.5% | +281.9% |
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