+15.1%
ABNB vs WSM
+232.0%
-216.8%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.8% |
| 7D | -7.4% | +2.6% | -10.1% | -8.2% |
| 30D | -8.2% | -9.3% | +1.1% | -5.4% |
| 3M | +29.1% | +7.1% | +22.1% | +26.4% |
| 6M | +26.6% | +21.7% | +4.8% | +18.8% |
| YTD | +25.0% | +28.7% | -3.8% | +15.3% |
| 1Y | +37.0% | +13.9% | +23.1% | +30.4% |
| All | +15.1% | +232.0% | -216.8% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 3y: compounded portfolio wealth divided by compounded WSM 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…
3y analysis · Full analysis span regression · 6 months rolling