+25.2%
ABNB vs WAT
+97.2%
-72.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.8% |
| 7D | +2.7% | +0.7% | +2.0% | +2.5% |
| 30D | +10.8% | +9.0% | +1.8% | +7.4% |
| 3M | -2.1% | +13.5% | -15.6% | -6.5% |
| 6M | +32.2% | +35.3% | -3.1% | +18.5% |
| YTD | +33.5% | +24.0% | +9.5% | +22.1% |
| 1Y | +47.8% | +22.0% | +25.9% | +36.0% |
| 3Y | +53.3% | +84.0% | -30.7% | +12.5% |
| 5Y | -5.5% | +34.4% | -39.8% | -23.4% |
| All | +25.2% | +97.2% | -72.1% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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