+11.7%
BABA vs HDB
+62.8%
-51.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.2% | -5.9% | -6.7% |
| 7D | -12.7% | +4.1% | -16.8% | -13.8% |
| 30D | -14.9% | +13.0% | -27.8% | -18.2% |
| 3M | -24.6% | +11.3% | -35.9% | -27.3% |
| 6M | -29.3% | +6.9% | -36.3% | -31.7% |
| YTD | -35.0% | -29.6% | -5.4% | -27.9% |
| 1Y | -39.7% | -29.5% | -10.2% | -33.2% |
| 3Y | +21.2% | -8.1% | +29.3% | +19.9% |
| 5Y | -39.9% | -23.4% | -16.5% | -37.8% |
| All | +11.7% | +62.8% | -51.1% | -16.9% |
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