+15.9%
ABNB vs WY
-12.4%
+28.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | +0.2% |
| 7D | -9.5% | -3.7% | -5.8% | -7.7% |
| 30D | -9.4% | -11.3% | +1.9% | -3.6% |
| 3M | +29.9% | -8.1% | +38.0% | +35.1% |
| 6M | +26.6% | -7.4% | +34.0% | +30.3% |
| YTD | +23.5% | -4.7% | +28.2% | +23.7% |
| 1Y | +35.8% | -9.2% | +45.0% | +39.3% |
| 3Y | +15.0% | -24.7% | +39.7% | +28.8% |
| 5Y | +1.5% | -21.6% | +23.0% | +19.3% |
| All | +15.9% | -12.4% | +28.3% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 10y: compounded portfolio wealth divided by compounded WY 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…
10y analysis · Full analysis span regression · 6 months rolling