+298.1%
ADBE vs BABA
+29.8%
+268.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.3% | -8.0% | -7.0% |
| 7D | -8.6% | -4.8% | -3.8% | -7.6% |
| 30D | +2.8% | -11.9% | +14.7% | +5.6% |
| 3M | +3.1% | -9.3% | +12.4% | +5.0% |
| 6M | -2.4% | -14.2% | +11.8% | -0.1% |
| YTD | -23.9% | -22.0% | -1.8% | -20.7% |
| 1Y | -22.6% | -12.7% | -9.9% | -22.5% |
| 3Y | -52.7% | +26.7% | -79.3% | -59.1% |
| 5Y | -60.0% | -29.3% | -30.7% | -61.5% |
| 10Y | +157.3% | +21.2% | +136.1% | +107.4% |
| All | +298.1% | +29.8% | +268.3% | +194.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling