-33.4%
BABA vs HDB
-22.5%
-11.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.8% |
| 7D | +2.4% | +12.7% | -10.4% | -1.9% |
| 30D | -7.8% | +16.6% | -24.4% | -12.8% |
| 3M | -22.4% | +10.8% | -33.2% | -25.3% |
| 6M | -26.0% | +3.8% | -29.8% | -28.0% |
| YTD | -29.3% | -28.9% | -0.4% | -20.5% |
| 1Y | -37.5% | -28.0% | -9.5% | -30.3% |
| 3Y | +31.9% | -7.2% | +39.1% | +27.4% |
| 5Y | -33.4% | -22.2% | -11.2% | -35.5% |
| All | -33.4% | -22.5% | -11.0% | -35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling