+16.0%
BABA vs WEC
+190.8%
-174.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.2% |
| 7D | -3.6% | -0.5% | -3.0% | -3.6% |
| 30D | -8.4% | +12.0% | -20.3% | -8.8% |
| 3M | -20.6% | +11.1% | -31.7% | -21.0% |
| 6M | -25.4% | +6.0% | -31.4% | -25.6% |
| YTD | -30.1% | +14.3% | -44.4% | -30.7% |
| 1Y | -36.3% | +8.0% | -44.3% | -36.6% |
| 3Y | +30.4% | +62.8% | -32.5% | +25.5% |
| 5Y | -35.7% | +55.3% | -91.0% | -38.1% |
| 10Y | +16.0% | +193.2% | -177.1% | +9.3% |
| All | +16.0% | +190.8% | -174.8% | +9.3% |
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 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