+66.6%
WDC vs BABA
-36.6%
+103.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -3.7% | +13.6% | +10.9% |
| 7D | -14.4% | +3.8% | -18.2% | -16.0% |
| 30D | -27.1% | -5.4% | -21.7% | -25.9% |
| 3M | -33.3% | -17.9% | -15.3% | -29.1% |
| 6M | -39.6% | -24.1% | -15.5% | -33.2% |
| YTD | +68.4% | -27.4% | +95.8% | +86.6% |
| All | +66.6% | -36.6% | +103.2% | +103.7% |
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