+27.1%
BABA vs WEC
+42.1%
-14.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.2% |
| 7D | -4.8% | -0.3% | -4.5% | -4.8% |
| 30D | -11.9% | -1.3% | -10.6% | -11.9% |
| 3M | -9.3% | -3.9% | -5.3% | -9.7% |
| 6M | -14.2% | -8.3% | -5.9% | -14.7% |
| YTD | -22.0% | +3.1% | -25.1% | -22.3% |
| 1Y | -12.7% | +1.9% | -14.6% | -13.1% |
| All | +27.1% | +42.1% | -14.9% | +21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling