+28.2%
BABA vs WCN
+436.5%
-408.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.7% |
| 7D | -4.8% | -0.6% | -4.1% | -4.6% |
| 30D | -11.9% | +0.4% | -12.3% | -12.1% |
| 3M | -9.3% | +7.3% | -16.6% | -11.9% |
| 6M | -14.2% | -2.5% | -11.7% | -14.2% |
| YTD | -22.0% | -5.4% | -16.7% | -21.3% |
| 1Y | -12.7% | -8.5% | -4.3% | -11.1% |
| 3Y | +26.7% | +20.8% | +5.9% | +13.0% |
| 5Y | -29.3% | +30.0% | -59.4% | -39.9% |
| 10Y | +21.2% | +238.4% | -217.2% | -36.3% |
| All | +28.2% | +436.5% | -408.4% | -44.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling