+25.7%
ABNB vs WM
+105.7%
-80.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.6% |
| 7D | -4.0% | -0.3% | -3.6% | -3.9% |
| 30D | +19.3% | -2.4% | +21.7% | +19.7% |
| 3M | +36.1% | +0.4% | +35.6% | +35.7% |
| 6M | +34.2% | -9.5% | +43.7% | +36.3% |
| YTD | +34.1% | +0.5% | +33.6% | +33.3% |
| 1Y | +45.1% | -1.1% | +46.2% | +44.7% |
| 3Y | +37.1% | +46.0% | -8.9% | +25.2% |
| 5Y | +15.2% | +51.8% | -36.7% | +6.0% |
| All | +25.7% | +105.7% | -80.0% | +44.0% |
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