+928.6%
WDC vs BABA
-30.9%
+959.5%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.3% | +4.6% | +5.5% |
| 7D | +1.7% | -4.8% | +6.5% | +3.0% |
| 30D | -10.0% | -11.9% | +1.9% | -7.3% |
| 3M | -18.8% | -9.3% | -9.5% | -17.2% |
| 6M | +79.0% | -14.2% | +93.3% | +84.2% |
| YTD | +171.6% | -22.0% | +193.6% | +185.7% |
| 1Y | +417.4% | -12.7% | +430.1% | +430.7% |
| 3Y | +1,251.8% | +26.7% | +1,225.1% | +1,138.1% |
| All | +928.6% | -30.9% | +959.5% | +917.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling