-31.3%
BABA vs HAL
+104.8%
-136.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | -4.8% | +2.9% | -7.7% | -5.3% |
| 30D | -11.9% | +17.0% | -28.9% | -14.7% |
| 3M | -9.3% | -9.7% | +0.4% | -7.6% |
| 6M | -14.2% | +8.6% | -22.9% | -16.4% |
| YTD | -22.0% | +33.0% | -55.0% | -27.3% |
| 1Y | -12.7% | +68.3% | -81.0% | -22.9% |
| 3Y | +26.7% | +0.1% | +26.5% | +22.4% |
| All | -31.3% | +104.8% | -136.1% | -47.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling