+16.0%
BABA vs HD
+247.4%
-231.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.1% | -1.3% | -1.2% |
| 7D | -3.6% | -1.2% | -2.4% | -3.3% |
| 30D | -8.4% | +20.9% | -29.2% | -14.8% |
| 3M | -20.6% | -0.2% | -20.4% | -20.8% |
| 6M | -25.4% | +14.5% | -39.9% | -29.9% |
| YTD | -30.1% | +4.3% | -34.4% | -32.0% |
| 1Y | -36.3% | -3.5% | -32.8% | -36.3% |
| 3Y | +30.4% | +30.1% | +0.2% | +13.3% |
| 5Y | -35.7% | +8.5% | -44.2% | -41.2% |
| 10Y | +16.0% | +245.3% | -229.3% | -31.4% |
| All | +16.0% | +247.4% | -231.4% | -31.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling