-28.3%
BABA vs HD
+5.3%
-33.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.8% | +3.1% | +1.9% |
| 7D | +11.6% | +4.3% | +7.3% | +10.0% |
| 30D | +2.3% | +20.2% | -17.9% | -4.1% |
| 3M | -13.7% | -1.0% | -12.7% | -13.5% |
| 6M | -21.9% | +7.9% | -29.8% | -24.6% |
| YTD | -24.6% | +2.0% | -26.6% | -25.9% |
| 1Y | -34.1% | -4.3% | -29.8% | -33.8% |
| 3Y | +36.3% | +25.9% | +10.3% | +18.8% |
| All | -28.3% | +5.3% | -33.6% | -40.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling