+23.9%
BABA vs WEC
+288.4%
-264.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.3% | +1.4% |
| 7D | +11.6% | -0.2% | +11.8% | +11.7% |
| 30D | +2.3% | +12.3% | -10.0% | +1.6% |
| 3M | -13.7% | +8.3% | -21.9% | -14.1% |
| 6M | -21.9% | +3.5% | -25.4% | -22.1% |
| YTD | -24.6% | +12.7% | -37.4% | -25.3% |
| 1Y | -34.1% | +8.2% | -42.3% | -34.5% |
| 3Y | +36.3% | +55.9% | -19.6% | +31.0% |
| 5Y | -26.7% | +51.2% | -78.0% | -29.7% |
| 10Y | +19.2% | +177.6% | -158.4% | +7.6% |
| All | +23.9% | +288.4% | -264.5% | +12.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling