+11.7%
BABA vs HAL
-13.9%
+25.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -0.5% |
| 7D | -13.8% | +6.1% | -19.9% | -14.7% |
| 30D | -15.1% | +2.9% | -18.0% | -15.7% |
| 3M | -22.7% | +3.3% | -26.1% | -23.4% |
| 6M | -34.7% | -16.9% | -17.8% | -32.8% |
| YTD | -35.0% | +21.2% | -56.2% | -37.9% |
| 1Y | -40.4% | +27.5% | -68.0% | -43.7% |
| 3Y | +21.9% | -6.4% | +28.4% | +19.8% |
| 5Y | -39.9% | +58.0% | -97.9% | -47.4% |
| All | +11.7% | -13.9% | +25.6% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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