+15.8%
BABA vs HDB
+61.5%
-45.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.7% | -6.4% | -4.6% |
| 7D | +3.8% | +13.7% | -9.9% | -0.4% |
| 30D | -5.4% | +15.8% | -21.2% | -9.9% |
| 3M | -17.9% | +9.2% | -27.2% | -20.4% |
| 6M | -24.1% | +3.2% | -27.2% | -25.7% |
| YTD | -27.4% | -29.4% | +1.9% | -19.6% |
| 1Y | -36.1% | -27.9% | -8.1% | -29.7% |
| 3Y | +35.4% | -5.9% | +41.2% | +32.8% |
| 5Y | -30.1% | -23.5% | -6.6% | -27.6% |
| 10Y | +15.8% | +61.3% | -45.5% | -15.0% |
| All | +15.8% | +61.5% | -45.7% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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