+11.7%
BABA vs HD
+241.0%
-229.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | -13.8% | +1.5% | -15.3% | -14.3% |
| 30D | -15.1% | +18.0% | -33.1% | -20.3% |
| 3M | -22.7% | +2.8% | -25.5% | -23.8% |
| 6M | -34.7% | +17.0% | -51.6% | -39.0% |
| YTD | -35.0% | +3.5% | -38.6% | -36.6% |
| 1Y | -40.4% | -2.6% | -37.8% | -40.7% |
| 3Y | +21.9% | +30.7% | -8.8% | +5.7% |
| 5Y | -39.9% | +6.2% | -46.1% | -44.5% |
| All | +11.7% | +241.0% | -229.3% | -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