-28.3%
BABA vs WPM
+246.3%
-274.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.9% | -1.6% | +0.5% |
| 7D | +11.6% | +16.9% | -5.3% | +7.2% |
| 30D | +2.3% | +2.0% | +0.3% | +1.5% |
| 3M | -13.7% | +8.9% | -22.6% | -16.6% |
| 6M | -21.9% | +1.6% | -23.5% | -23.5% |
| YTD | -24.6% | +16.5% | -41.1% | -29.9% |
| 1Y | -34.1% | +42.2% | -76.3% | -42.3% |
| 3Y | +36.3% | +213.3% | -177.0% | -12.2% |
| All | -28.3% | +246.3% | -274.6% | -56.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling