+58.3%
ABNB vs WM
+20.0%
+38.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | 0.0% | +0.1% |
| 7D | +11.2% | -0.5% | +11.7% | +11.1% |
| 30D | +14.7% | +13.3% | +1.4% | +14.0% |
| 3M | +6.9% | +4.4% | +2.5% | +6.2% |
| 6M | +34.5% | +10.8% | +23.7% | +33.8% |
| YTD | +40.2% | +9.1% | +31.1% | +38.1% |
| All | +58.3% | +20.0% | +38.4% | +52.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling