-35.9%
BABA vs WU
-15.7%
-20.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.3% | -3.4% | -3.7% |
| 7D | +3.8% | +9.1% | -5.2% | +4.5% |
| 30D | -5.4% | +12.1% | -17.5% | -4.4% |
| 3M | -17.9% | +0.3% | -18.3% | -18.1% |
| 6M | -24.1% | -19.1% | -4.9% | -25.8% |
| YTD | -27.4% | -19.2% | -8.2% | -28.9% |
| All | -35.9% | -15.7% | -20.1% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling