+20.6%
ABNB vs WAT
+68.8%
-48.1%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.6% | -2.5% | -3.5% |
| 7D | -4.4% | -0.7% | -3.7% | -4.1% |
| 30D | -2.0% | -1.0% | -1.0% | -1.7% |
| 3M | +29.8% | +10.9% | +18.9% | +25.1% |
| 6M | +31.0% | +33.2% | -2.2% | +17.7% |
| YTD | +28.6% | +6.1% | +22.5% | +24.4% |
| 1Y | +40.1% | +30.2% | +9.8% | +25.1% |
| 3Y | +19.7% | +52.9% | -33.2% | -5.9% |
| 5Y | +6.5% | -5.1% | +11.6% | -9.1% |
| All | +20.6% | +68.8% | -48.1% | +15.0% |
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