+132.4%
WMT vs ABNB
+14.8%
+117.5%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | -2.5% | -9.5% | +7.0% | -1.9% |
| 30D | -6.4% | -9.4% | +2.9% | -5.9% |
| 3M | -12.1% | +29.9% | -42.0% | -13.5% |
| 6M | -15.0% | +26.6% | -41.5% | -16.2% |
| YTD | -4.5% | +23.5% | -28.0% | -5.8% |
| 1Y | +6.2% | +35.8% | -29.7% | +4.0% |
| 3Y | +99.9% | +15.0% | +84.9% | +95.7% |
| 5Y | +131.4% | +1.5% | +130.0% | +123.2% |
| All | +132.4% | +14.8% | +117.5% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ABNB.
Daily Out/Under-Performance
Portfolio return minus ABNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABNB 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 ABNB 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