+16.0%
BABA vs HDB
+38.3%
-22.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | -4.8% | +0.4% | -5.2% | -4.9% |
| 30D | -11.9% | -2.8% | -9.1% | -11.1% |
| 3M | -9.3% | -3.5% | -5.7% | -9.0% |
| 6M | -14.2% | -24.7% | +10.5% | -6.8% |
| YTD | -22.0% | -36.6% | +14.5% | -10.3% |
| 1Y | -12.7% | -34.4% | +21.7% | -1.1% |
| 3Y | +26.7% | -24.4% | +51.0% | +34.0% |
| 5Y | -29.3% | -35.4% | +6.0% | -22.7% |
| All | +16.0% | +38.3% | -22.4% | -4.8% |
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