+11.7%
BABA vs WEC
+197.9%
-186.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | 0.0% |
| 7D | -13.8% | +2.3% | -16.1% | -13.9% |
| 30D | -15.1% | +11.1% | -26.2% | -15.5% |
| 3M | -22.7% | +8.4% | -31.2% | -23.0% |
| 6M | -34.7% | +7.5% | -42.2% | -34.9% |
| YTD | -35.0% | +15.3% | -50.4% | -35.6% |
| 1Y | -40.4% | +9.7% | -50.1% | -40.8% |
| 3Y | +21.9% | +64.7% | -42.7% | +17.3% |
| 5Y | -39.9% | +57.3% | -97.1% | -42.1% |
| All | +11.7% | +197.9% | -186.2% | +6.3% |
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