-31.3%
BABA vs D
+5.6%
-36.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.3% |
| 7D | -4.8% | +1.5% | -6.2% | -5.0% |
| 30D | -11.9% | -2.6% | -9.3% | -11.6% |
| 3M | -9.3% | 0.0% | -9.3% | -9.4% |
| 6M | -14.2% | +7.4% | -21.6% | -15.5% |
| YTD | -22.0% | +15.9% | -37.9% | -24.2% |
| 1Y | -12.7% | +18.1% | -30.8% | -15.6% |
| 3Y | +26.7% | +58.4% | -31.7% | +15.6% |
| All | -31.3% | +5.6% | -36.9% | -42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling