+417.4%
WDC vs BABA
-14.2%
+431.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.3% | +4.6% | +5.4% |
| 7D | +1.7% | -4.8% | +6.5% | +3.5% |
| 30D | -10.0% | -11.9% | +1.9% | -6.1% |
| 3M | -18.8% | -9.3% | -9.5% | -16.1% |
| 6M | +79.0% | -14.2% | +93.3% | +86.8% |
| YTD | +171.6% | -22.0% | +193.6% | +195.5% |
| 1Y | +417.4% | -12.7% | +430.1% | +497.3% |
| All | +417.4% | -14.2% | +431.6% | +497.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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