+34.5%
BABA vs HD
+28.2%
+6.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.5% | +4.2% | +3.0% |
| 7D | +8.6% | +6.4% | +2.2% | +7.1% |
| 30D | -1.1% | +22.1% | -23.2% | -5.5% |
| 3M | -15.9% | -0.2% | -15.7% | -15.8% |
| 6M | -17.5% | +12.6% | -30.1% | -20.3% |
| YTD | -25.6% | +3.9% | -29.5% | -26.7% |
| 1Y | -33.8% | -3.7% | -30.1% | -33.4% |
| All | +34.5% | +28.2% | +6.3% | +15.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling