+32.9%
BABA vs WPM
+279.1%
-246.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | -0.2% | +7.0% | -7.2% | -1.4% |
| 30D | -12.3% | +15.7% | -28.0% | -14.9% |
| 3M | -5.3% | +35.2% | -40.5% | -11.2% |
| 6M | -13.1% | +6.1% | -19.2% | -14.7% |
| YTD | -22.4% | +32.6% | -55.0% | -27.0% |
| 1Y | -19.5% | +46.9% | -66.4% | -25.8% |
| 3Y | +32.9% | +276.3% | -243.4% | +5.5% |
| All | +32.9% | +279.1% | -246.1% | +5.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling