+16.7%
BABA vs WCN
+239.1%
-222.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.2% |
| 7D | -0.2% | -0.4% | +0.3% | 0.0% |
| 30D | -12.3% | -2.1% | -10.1% | -11.7% |
| 3M | -5.3% | +6.4% | -11.7% | -7.6% |
| 6M | -13.1% | -3.7% | -9.4% | -12.7% |
| YTD | -22.4% | -6.4% | -16.1% | -21.4% |
| 1Y | -19.5% | -7.9% | -11.5% | -18.2% |
| 3Y | +32.9% | +20.8% | +12.1% | +18.8% |
| 5Y | -29.9% | +29.0% | -58.8% | -40.0% |
| 10Y | +16.7% | +236.4% | -219.6% | -36.7% |
| All | +16.7% | +239.1% | -222.4% | -36.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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