+16.7%
BABA vs EWT
+493.5%
-476.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -0.2% | +1.6% | -1.8% | -1.5% |
| 30D | -12.3% | +8.2% | -20.5% | -18.1% |
| 3M | -5.3% | +11.1% | -16.4% | -15.2% |
| 6M | -13.1% | +60.4% | -73.5% | -44.4% |
| YTD | -22.4% | +75.6% | -98.0% | -54.3% |
| 1Y | -19.5% | +91.3% | -110.8% | -56.2% |
| 3Y | +32.9% | +200.3% | -167.3% | -54.5% |
| 5Y | -29.9% | +156.4% | -186.2% | -71.8% |
| 10Y | +16.7% | +495.8% | -479.1% | -78.0% |
| All | +16.7% | +493.5% | -476.8% | -78.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 EWT 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