-33.4%
BABA vs WEC
+53.9%
-87.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +2.4% | +1.4% | +1.0% | +2.4% |
| 30D | -7.8% | +12.8% | -20.6% | -7.5% |
| 3M | -22.4% | +11.2% | -33.6% | -22.1% |
| 6M | -26.0% | +6.6% | -32.6% | -25.9% |
| YTD | -29.3% | +13.8% | -43.1% | -29.3% |
| 1Y | -37.5% | +7.6% | -45.2% | -37.5% |
| 3Y | +31.9% | +62.2% | -30.3% | +29.2% |
| 5Y | -33.4% | +52.0% | -85.4% | -32.9% |
| All | -33.4% | +53.9% | -87.4% | -32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling