+31.9%
BABA vs WAT
+87.1%
-55.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.5% |
| 7D | +2.4% | +3.4% | -1.0% | +1.9% |
| 30D | -7.8% | +9.6% | -17.4% | -8.9% |
| 3M | -22.4% | +15.5% | -37.9% | -23.9% |
| 6M | -26.0% | +33.9% | -59.9% | -29.2% |
| YTD | -29.3% | +25.2% | -54.5% | -31.8% |
| 1Y | -37.5% | +26.3% | -63.8% | -39.9% |
| 3Y | +31.9% | +85.8% | -53.9% | +6.5% |
| All | +31.9% | +87.1% | -55.2% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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