+21.9%
BABA vs WPM
+215.3%
-193.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.8% | -4.3% | -6.5% |
| 7D | -12.7% | -0.5% | -12.2% | -12.6% |
| 30D | -14.9% | -3.1% | -11.8% | -14.6% |
| 3M | -24.6% | -2.2% | -22.5% | -25.0% |
| 6M | -29.3% | -7.4% | -21.9% | -28.8% |
| YTD | -35.0% | +12.6% | -47.7% | -37.4% |
| 1Y | -39.7% | +22.8% | -62.5% | -42.8% |
| All | +21.9% | +215.3% | -193.4% | +2.6% |
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