-35.8%
BABA vs DOW
-10.2%
-25.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.8% |
| 7D | +11.6% | -9.5% | +21.1% | +14.7% |
| 30D | +2.3% | +13.1% | -10.8% | -1.6% |
| 3M | -13.7% | +4.8% | -18.5% | -15.4% |
| 6M | -21.9% | -16.7% | -5.3% | -18.5% |
| YTD | -24.6% | +38.9% | -63.5% | -35.1% |
| 1Y | -34.1% | +48.3% | -82.4% | -44.7% |
| 3Y | +36.3% | -24.4% | +60.6% | +39.8% |
| 5Y | -26.7% | -29.2% | +2.5% | -23.5% |
| All | -35.8% | -10.2% | -25.6% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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