-34.1%
BABA vs WM
+20.0%
-54.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.1% | +3.4% | +0.5% |
| 7D | +11.6% | +1.2% | +10.4% | +12.1% |
| 30D | +2.3% | +13.1% | -10.8% | +8.1% |
| 3M | -13.7% | +3.6% | -17.3% | -12.5% |
| 6M | -21.9% | +8.1% | -30.0% | -18.5% |
| YTD | -24.6% | +8.9% | -33.6% | -20.0% |
| 1Y | -34.1% | +20.3% | -54.4% | -20.5% |
| All | -34.1% | +20.0% | -54.1% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 1y: compounded portfolio wealth divided by compounded WM 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…
1y analysis · Full analysis span regression · 6 months rolling