+1.5%
ABNB vs WPM
+252.7%
-251.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | -0.4% |
| 7D | -9.5% | -3.6% | -5.9% | -8.8% |
| 30D | -9.4% | +12.5% | -21.8% | -11.8% |
| 3M | +29.9% | +40.6% | -10.7% | +20.9% |
| 6M | +26.6% | +0.5% | +26.0% | +25.0% |
| YTD | +23.5% | +29.0% | -5.5% | +14.7% |
| 1Y | +35.8% | +43.8% | -8.0% | +22.4% |
| 3Y | +15.0% | +266.3% | -251.3% | -24.6% |
| 5Y | +1.5% | +255.1% | -253.6% | -37.2% |
| All | +1.5% | +252.7% | -251.2% | -37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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