+28.2%
BABA vs DHI
+631.4%
-603.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.6% |
| 7D | -4.8% | -3.1% | -1.6% | -4.0% |
| 30D | -11.9% | -5.5% | -6.4% | -10.8% |
| 3M | -9.3% | -2.2% | -7.1% | -9.5% |
| 6M | -14.2% | -6.0% | -8.3% | -13.9% |
| YTD | -22.0% | 0.0% | -22.0% | -23.1% |
| 1Y | -12.7% | -18.2% | +5.5% | -9.8% |
| 3Y | +26.7% | +22.5% | +4.1% | +13.6% |
| 5Y | -29.3% | +58.4% | -87.7% | -42.8% |
| 10Y | +21.2% | +405.2% | -383.9% | -35.2% |
| All | +28.2% | +631.4% | -603.2% | -38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling