+6.2%
ABNB vs WSM
+175.3%
-169.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.4% | +1.1% |
| 7D | -6.5% | -0.5% | -5.9% | -6.3% |
| 30D | -5.5% | -7.7% | +2.2% | -2.5% |
| 3M | +30.0% | +3.8% | +26.3% | +28.0% |
| 6M | +27.6% | +22.7% | +4.9% | +16.8% |
| YTD | +25.4% | +28.0% | -2.6% | +12.5% |
| 1Y | +38.3% | +12.7% | +25.6% | +29.8% |
| 3Y | +15.5% | +231.3% | -215.8% | -39.7% |
| All | +6.2% | +175.3% | -169.1% | -41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling