+10.6%
XBI vs ABNB
+16.6%
-6.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.5% | -1.9% | -0.8% |
| 7D | -4.6% | -6.5% | +1.8% | -2.8% |
| 30D | -2.0% | -5.5% | +3.5% | -0.5% |
| 3M | +17.8% | +30.0% | -12.3% | +8.1% |
| 6M | +23.7% | +27.6% | -3.9% | +14.0% |
| YTD | +28.2% | +25.4% | +2.8% | +18.3% |
| 1Y | +64.0% | +38.3% | +25.7% | +46.6% |
| 3Y | +99.4% | +15.5% | +83.9% | +82.2% |
| 5Y | +19.3% | +3.0% | +16.3% | +5.8% |
| All | +10.6% | +16.6% | -6.0% | -0.5% |
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