+69.9%
XLI vs ABNB
-9.4%
+79.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -1.0% |
| 7D | +3.8% | -1.7% | +5.4% | +4.1% |
| 30D | +1.0% | +11.8% | -10.8% | -1.4% |
| 3M | -8.9% | +0.9% | -9.8% | -9.4% |
| 6M | -2.3% | +40.5% | -42.8% | -9.7% |
| YTD | +9.7% | +37.6% | -27.9% | +1.4% |
| 1Y | +12.3% | +54.1% | -41.8% | +1.3% |
| 3Y | +71.5% | +56.8% | +14.7% | +50.7% |
| All | +69.9% | -9.4% | +79.3% | +58.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling