+34.5%
BABA vs WWD
+137.0%
-102.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -6.0% | +8.6% | +3.7% |
| 7D | +8.6% | -2.6% | +11.1% | +8.9% |
| 30D | -1.1% | -7.7% | +6.6% | +0.2% |
| 3M | -15.9% | -17.7% | +1.8% | -13.3% |
| 6M | -17.5% | -15.9% | -1.6% | -15.8% |
| YTD | -25.6% | +1.8% | -27.4% | -26.9% |
| 1Y | -33.8% | +17.4% | -51.2% | -36.8% |
| All | +34.5% | +137.0% | -102.5% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling