-39.8%
BABA vs WPM
+210.4%
-250.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | -13.8% | -3.6% | -10.2% | -13.0% |
| 30D | -15.1% | +1.4% | -16.5% | -15.6% |
| 3M | -22.7% | -0.2% | -22.6% | -23.6% |
| 6M | -34.7% | -7.3% | -27.4% | -34.3% |
| YTD | -35.0% | +12.3% | -47.4% | -39.0% |
| 1Y | -40.4% | +24.9% | -65.3% | -45.9% |
| 3Y | +21.9% | +210.4% | -188.4% | -21.6% |
| All | -39.8% | +210.4% | -250.1% | -59.3% |
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