-35.3%
BABA vs WEC
+9.7%
-45.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.6% | +5.5% |
| 7D | +4.3% | +6.9% | -2.6% | +6.2% |
| 30D | -5.0% | +16.6% | -21.6% | -0.7% |
| 3M | -18.4% | +9.1% | -27.4% | -16.3% |
| 6M | -20.3% | +3.2% | -23.5% | -20.3% |
| YTD | -27.5% | +14.9% | -42.4% | -25.2% |
| 1Y | -35.3% | +9.2% | -44.5% | -35.3% |
| All | -35.3% | +9.7% | -45.0% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1y: compounded portfolio wealth divided by compounded WEC 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…
1y analysis · Full analysis span regression · 6 months rolling