-35.3%
BABA vs HD
-3.1%
-32.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.5% | -1.6% | +4.0% |
| 7D | +4.3% | +11.9% | -7.6% | +3.0% |
| 30D | -5.0% | +26.4% | -31.4% | -7.4% |
| 3M | -18.4% | +2.8% | -21.2% | -18.5% |
| 6M | -20.3% | +15.5% | -35.7% | -22.2% |
| YTD | -27.5% | +5.5% | -33.0% | -27.9% |
| 1Y | -35.3% | -4.6% | -30.7% | -37.7% |
| All | -35.3% | -3.1% | -32.2% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HD.
Daily Out/Under-Performance
Portfolio return minus HD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HD 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 1y: compounded portfolio wealth divided by compounded HD 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…
1y analysis · Full analysis span regression · 6 months rolling