+25.7%
UNH vs ABNB
+14.8%
+10.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.2% |
| 7D | -3.2% | -9.5% | +6.3% | -2.8% |
| 30D | -3.5% | -9.4% | +5.9% | -3.1% |
| 3M | -4.2% | +29.9% | -34.0% | -5.2% |
| 6M | +38.3% | +26.6% | +11.7% | +36.8% |
| YTD | +19.2% | +23.5% | -4.3% | +18.0% |
| 1Y | +15.0% | +35.8% | -20.9% | +13.4% |
| 3Y | -14.5% | +15.0% | -29.5% | -15.6% |
| 5Y | +4.6% | +1.5% | +3.1% | +2.9% |
| All | +25.7% | +14.8% | +10.9% | +25.9% |
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 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