+15.7%
BABA vs HDB
+61.4%
-45.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.7% |
| 7D | +2.4% | +12.7% | -10.4% | -1.6% |
| 30D | -7.8% | +16.6% | -24.4% | -12.3% |
| 3M | -22.4% | +10.8% | -33.2% | -25.1% |
| 6M | -26.0% | +3.8% | -29.8% | -27.7% |
| YTD | -29.3% | -28.9% | -0.4% | -21.8% |
| 1Y | -37.5% | -28.0% | -9.5% | -31.3% |
| 3Y | +31.9% | -7.2% | +39.1% | +30.1% |
| 5Y | -33.4% | -22.2% | -11.2% | -31.4% |
| 10Y | +15.7% | +63.6% | -47.9% | -15.1% |
| All | +15.7% | +61.4% | -45.7% | -15.1% |
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