-39.8%
BABA vs WU
-43.8%
+4.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | -0.3% |
| 7D | -13.8% | -2.0% | -11.7% | -13.3% |
| 30D | -15.1% | +11.4% | -26.5% | -17.5% |
| 3M | -22.7% | -6.8% | -15.9% | -21.5% |
| 6M | -34.7% | -14.6% | -20.1% | -32.8% |
| YTD | -35.0% | -20.6% | -14.4% | -32.1% |
| 1Y | -40.4% | -15.4% | -25.0% | -39.4% |
| 3Y | +21.9% | -23.6% | +45.5% | +25.3% |
| All | -39.8% | -43.8% | +4.0% | -34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling