-31.3%
BABA vs HAS
+13.4%
-44.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | -4.8% | -1.8% | -3.0% | -4.1% |
| 30D | -11.9% | +2.3% | -14.2% | -12.7% |
| 3M | -9.3% | +10.4% | -19.6% | -13.2% |
| 6M | -14.2% | -3.2% | -11.0% | -14.1% |
| YTD | -22.0% | +15.4% | -37.4% | -27.5% |
| 1Y | -12.7% | +18.8% | -31.5% | -20.0% |
| 3Y | +26.7% | +43.9% | -17.3% | +6.3% |
| All | -31.3% | +13.4% | -44.7% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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