+21.9%
BABA vs DOW
-19.8%
+41.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +1.9% | -8.9% | -7.5% |
| 7D | -12.7% | +3.7% | -16.3% | -13.5% |
| 30D | -14.9% | +16.3% | -31.2% | -18.3% |
| 3M | -24.6% | +9.7% | -34.3% | -26.7% |
| 6M | -29.3% | -14.1% | -15.3% | -26.8% |
| YTD | -35.0% | +46.6% | -81.6% | -46.4% |
| 1Y | -39.7% | +56.8% | -96.5% | -51.8% |
| All | +21.9% | -19.8% | +41.7% | +30.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling