+27.1%
BABA vs HIG
+102.1%
-74.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.4% | +1.3% |
| 7D | -4.8% | +0.3% | -5.1% | -4.8% |
| 30D | -11.9% | -3.2% | -8.7% | -11.8% |
| 3M | -9.3% | +9.1% | -18.4% | -9.9% |
| 6M | -14.2% | -1.8% | -12.5% | -14.2% |
| YTD | -22.0% | +1.8% | -23.8% | -22.2% |
| 1Y | -12.7% | +4.6% | -17.3% | -13.0% |
| All | +27.1% | +102.1% | -74.9% | +15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 3y: compounded portfolio wealth divided by compounded HIG 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…
3y analysis · Full analysis span regression · 6 months rolling