+29.8%
UNH vs ABNB
+19.5%
+10.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.1% | +5.0% | +1.1% |
| 7D | +1.1% | -4.4% | +5.5% | +1.3% |
| 30D | -1.5% | -2.0% | +0.4% | -1.5% |
| 3M | -0.8% | +29.8% | -30.7% | -2.0% |
| 6M | +41.8% | +31.0% | +10.8% | +40.1% |
| YTD | +23.1% | +28.6% | -5.5% | +21.6% |
| 1Y | +28.5% | +40.1% | -11.5% | +26.6% |
| 3Y | -11.8% | +19.7% | -31.5% | -13.0% |
| 5Y | +5.3% | +6.5% | -1.1% | +3.5% |
| All | +29.8% | +19.5% | +10.2% | +29.7% |
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