-35.3%
BABA vs WMB
+22.7%
-58.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.4% | +11.3% | +4.1% |
| 7D | +4.3% | -8.6% | +12.9% | +3.2% |
| 30D | -5.0% | -4.2% | -0.8% | -5.5% |
| 3M | -18.4% | -4.4% | -14.0% | -18.8% |
| 6M | -20.3% | -8.7% | -11.6% | -21.2% |
| YTD | -27.5% | +15.4% | -42.9% | -27.2% |
| 1Y | -35.3% | +23.7% | -59.1% | -33.3% |
| All | -35.3% | +22.7% | -58.0% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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