+12.8%
XBI vs ABNB
+16.2%
-3.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.2% | -0.8% |
| 7D | -3.6% | -7.4% | +3.8% | -1.5% |
| 30D | +0.9% | -8.2% | +9.0% | +3.2% |
| 3M | +21.4% | +29.1% | -7.7% | +11.7% |
| 6M | +25.5% | +26.6% | -1.1% | +15.9% |
| YTD | +30.8% | +25.0% | +5.9% | +20.8% |
| 1Y | +68.6% | +37.0% | +31.6% | +51.2% |
| 3Y | +103.9% | +16.3% | +87.6% | +85.9% |
| 5Y | +20.8% | +2.2% | +18.6% | +7.3% |
| All | +12.8% | +16.2% | -3.3% | +1.6% |
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