+14.9%
BABA vs HAL
-37.9%
+52.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.5% | -1.8% |
| 7D | -3.6% | -0.2% | -3.4% | -3.6% |
| 30D | -8.4% | +1.0% | -9.4% | -8.7% |
| 3M | -20.6% | -2.1% | -18.5% | -20.5% |
| 6M | -25.4% | -17.5% | -7.9% | -23.1% |
| YTD | -30.1% | +18.1% | -48.2% | -33.0% |
| 1Y | -36.3% | +19.7% | -56.0% | -39.2% |
| 3Y | +30.4% | -7.9% | +38.3% | +28.4% |
| 5Y | -35.7% | +53.1% | -88.8% | -43.9% |
| 10Y | +16.0% | -16.8% | +32.8% | +6.6% |
| All | +14.9% | -37.9% | +52.8% | +7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling