+29.2%
ABNB vs WM
+124.0%
-94.8%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.8% |
| 7D | +11.9% | +1.2% | +10.8% | +11.6% |
| 30D | +12.7% | +13.7% | -1.0% | +10.2% |
| 3M | +1.2% | +5.2% | -4.0% | +0.2% |
| 6M | +32.1% | +11.2% | +20.9% | +29.4% |
| YTD | +37.7% | +9.4% | +28.3% | +34.9% |
| 1Y | +55.5% | +20.4% | +35.1% | +49.5% |
| 3Y | +58.2% | +44.7% | +13.5% | +45.2% |
| 5Y | -2.8% | +58.5% | -61.2% | -13.3% |
| All | +29.2% | +124.0% | -94.8% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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