+15.7%
BABA vs WEC
+186.5%
-170.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +2.4% | +1.4% | +1.0% | +2.3% |
| 30D | -7.8% | +12.8% | -20.6% | -8.3% |
| 3M | -22.4% | +11.2% | -33.6% | -22.7% |
| 6M | -26.0% | +6.6% | -32.6% | -26.3% |
| YTD | -29.3% | +13.8% | -43.1% | -29.9% |
| 1Y | -37.5% | +7.6% | -45.2% | -37.8% |
| 3Y | +31.9% | +62.2% | -30.3% | +27.0% |
| 5Y | -33.4% | +52.0% | -85.4% | -35.8% |
| 10Y | +15.7% | +189.4% | -173.7% | +8.7% |
| All | +15.7% | +186.5% | -170.8% | +8.7% |
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