-30.5%
BABA vs WTW
+45.2%
-75.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -2.0% |
| 7D | -2.2% | -7.1% | +5.0% | -0.3% |
| 30D | -17.3% | -8.5% | -8.8% | -15.4% |
| 3M | -7.8% | +20.6% | -28.3% | -12.4% |
| 6M | -16.8% | +7.2% | -24.0% | -18.6% |
| YTD | -24.7% | -3.9% | -20.8% | -24.1% |
| 1Y | -24.9% | -3.6% | -21.4% | -24.6% |
| 3Y | +29.1% | +60.7% | -31.6% | -0.8% |
| 5Y | -30.5% | +42.2% | -72.7% | -46.7% |
| All | -30.5% | +45.2% | -75.7% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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