+28.2%
BABA vs ACWI
+236.1%
-207.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -4.8% | +0.5% | -5.3% | -5.3% |
| 30D | -11.9% | +0.9% | -12.8% | -12.9% |
| 3M | -9.3% | +2.4% | -11.7% | -12.0% |
| 6M | -14.2% | +12.4% | -26.6% | -25.1% |
| YTD | -22.0% | +15.2% | -37.2% | -33.7% |
| 1Y | -12.7% | +22.7% | -35.4% | -30.8% |
| 3Y | +26.7% | +75.8% | -49.1% | -33.4% |
| 5Y | -29.3% | +67.7% | -97.1% | -59.9% |
| 10Y | +21.2% | +229.0% | -207.8% | -64.9% |
| All | +28.2% | +236.1% | -207.9% | -63.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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