+15.8%
BABA vs WEC
+178.6%
-162.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -3.8% |
| 7D | +3.8% | +0.2% | +3.6% | +3.8% |
| 30D | -5.4% | +12.9% | -18.3% | -5.9% |
| 3M | -17.9% | +9.8% | -27.7% | -18.3% |
| 6M | -24.1% | +6.7% | -30.8% | -24.4% |
| YTD | -27.4% | +14.0% | -41.4% | -28.1% |
| 1Y | -36.1% | +7.3% | -43.4% | -36.4% |
| 3Y | +35.4% | +63.8% | -28.4% | +30.1% |
| 5Y | -30.1% | +54.8% | -84.8% | -32.7% |
| 10Y | +15.8% | +185.7% | -169.9% | +8.4% |
| All | +15.8% | +178.6% | -162.8% | +8.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling