+34.5%
BABA vs WEC
+57.1%
-22.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.5% | +2.7% |
| 7D | +8.6% | +3.2% | +5.4% | +8.9% |
| 30D | -1.1% | +14.7% | -15.8% | +0.3% |
| 3M | -15.9% | +10.2% | -26.2% | -15.0% |
| 6M | -17.5% | +4.5% | -22.0% | -17.2% |
| YTD | -25.6% | +15.1% | -40.7% | -24.9% |
| 1Y | -33.8% | +9.4% | -43.2% | -33.4% |
| All | +34.5% | +57.1% | -22.5% | +31.2% |
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