+31.3%
ABNB vs WM
+122.9%
-91.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.1% | +13.7% | +12.0% |
| 7D | +15.6% | +1.2% | +14.4% | +15.3% |
| 30D | +18.3% | +13.1% | +5.2% | +15.8% |
| 3M | +25.3% | +3.6% | +21.7% | +24.4% |
| 6M | +35.8% | +8.1% | +27.7% | +33.7% |
| YTD | +40.0% | +8.9% | +31.1% | +37.2% |
| 1Y | +57.6% | +20.3% | +37.3% | +51.5% |
| 3Y | +60.8% | +46.2% | +14.6% | +47.3% |
| 5Y | -5.8% | +59.9% | -65.7% | -15.4% |
| All | +31.3% | +122.9% | -91.6% | +48.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling