+16.7%
BABA vs WPM
+502.1%
-485.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.2% | +7.0% | -7.2% | -1.3% |
| 30D | -12.3% | +15.7% | -28.0% | -14.6% |
| 3M | -5.3% | +35.2% | -40.5% | -10.6% |
| 6M | -13.1% | +6.1% | -19.2% | -14.7% |
| YTD | -22.4% | +32.6% | -55.0% | -26.9% |
| 1Y | -19.5% | +46.9% | -66.4% | -25.6% |
| 3Y | +32.9% | +276.3% | -243.4% | +4.4% |
| 5Y | -29.9% | +260.0% | -289.9% | -45.4% |
| 10Y | +16.7% | +508.5% | -491.8% | -10.7% |
| All | +16.7% | +502.1% | -485.3% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded WPM 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling