+136.5%
WMT vs BABA
+21.2%
+115.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | +2.0% | -13.8% | +15.8% | +2.9% |
| 30D | +10.3% | -15.1% | +25.4% | +11.2% |
| 3M | +11.0% | -22.7% | +33.7% | +12.4% |
| 6M | -2.3% | -34.7% | +32.3% | -0.2% |
| YTD | +15.7% | -35.0% | +50.7% | +17.8% |
| 1Y | +26.0% | -40.4% | +66.4% | +28.8% |
| 3Y | +136.5% | +21.9% | +114.6% | +132.3% |
| All | +136.5% | +21.2% | +115.3% | +132.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling