+14.4%
BABA vs DHI
+405.9%
-391.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.7% | -0.2% |
| 7D | -2.9% | -6.1% | +3.2% | -1.5% |
| 30D | -15.1% | -10.1% | -5.0% | -13.0% |
| 3M | -5.0% | -7.3% | +2.3% | -4.0% |
| 6M | -19.9% | -6.1% | -13.8% | -19.6% |
| YTD | -25.3% | -5.0% | -20.2% | -25.4% |
| 1Y | -23.9% | -22.1% | -1.8% | -20.5% |
| 3Y | +28.1% | +19.2% | +8.9% | +15.9% |
| 5Y | -31.4% | +59.4% | -90.8% | -44.4% |
| All | +14.4% | +405.9% | -391.4% | -35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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