+15.7%
BABA vs BBWI
-44.4%
+60.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +2.4% | -4.2% | +6.6% | +2.9% |
| 30D | -7.8% | +24.9% | -32.6% | -11.1% |
| 3M | -22.4% | +13.2% | -35.6% | -24.3% |
| 6M | -26.0% | +12.1% | -38.1% | -28.2% |
| YTD | -29.3% | +11.1% | -40.4% | -32.0% |
| 1Y | -37.5% | +0.7% | -38.2% | -39.4% |
| 3Y | +31.9% | -23.8% | +55.7% | +29.8% |
| 5Y | -33.4% | -66.9% | +33.5% | -29.0% |
| 10Y | +15.7% | -45.3% | +61.0% | +2.3% |
| All | +15.7% | -44.4% | +60.1% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling