-5.2%
ABNB vs WM
+59.1%
-64.3%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.1% | +13.7% | +12.2% |
| 7D | +15.6% | +1.2% | +14.4% | +15.2% |
| 30D | +18.3% | +13.1% | +5.2% | +14.7% |
| 3M | +25.3% | +3.6% | +21.7% | +24.0% |
| 6M | +35.8% | +8.1% | +27.7% | +32.7% |
| YTD | +40.0% | +8.9% | +31.1% | +35.9% |
| 1Y | +57.6% | +20.3% | +37.3% | +48.5% |
| 3Y | +60.8% | +46.2% | +14.6% | +37.8% |
| All | -5.2% | +59.1% | -64.3% | -25.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling