+20.6%
ABNB vs WY
-9.6%
+30.3%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.4% | -2.6% | -3.3% |
| 7D | -4.4% | -2.1% | -2.3% | -3.3% |
| 30D | -2.0% | -10.5% | +8.5% | +3.8% |
| 3M | +29.8% | -4.9% | +34.7% | +32.5% |
| 6M | +31.0% | -4.9% | +35.9% | +33.0% |
| YTD | +28.6% | -1.7% | +30.3% | +26.7% |
| 1Y | +40.1% | -9.4% | +49.4% | +44.2% |
| 3Y | +19.7% | -22.3% | +42.0% | +31.9% |
| 5Y | +6.5% | -20.5% | +27.0% | +23.6% |
| All | +20.6% | -9.6% | +30.3% | +47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling