+17.2%
ABNB vs WEC
+38.5%
-21.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.9% |
| 7D | -7.4% | +0.4% | -7.8% | -7.4% |
| 30D | -8.2% | +0.9% | -9.1% | -8.1% |
| 3M | +29.1% | -5.3% | +34.5% | +28.7% |
| 6M | +26.6% | -6.6% | +33.1% | +26.1% |
| YTD | +25.0% | +3.3% | +21.7% | +25.3% |
| 1Y | +37.0% | +2.1% | +34.9% | +37.3% |
| 3Y | +16.3% | +39.6% | -23.2% | +18.6% |
| 5Y | +2.2% | +31.2% | -29.0% | +4.5% |
| All | +17.2% | +38.5% | -21.3% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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