-35.9%
BABA vs DOW
+43.1%
-79.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.4% | -2.3% | -3.8% |
| 7D | +3.8% | -9.4% | +13.2% | +3.6% |
| 30D | -5.4% | +8.9% | -14.3% | -5.4% |
| 3M | -17.9% | +6.7% | -24.7% | -17.9% |
| 6M | -24.1% | -14.2% | -9.9% | -24.3% |
| YTD | -27.4% | +36.9% | -64.4% | -36.1% |
| All | -35.9% | +43.1% | -79.0% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling