-37.5%
BABA vs HL
-1.6%
-35.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -7.3% | +4.7% | -1.6% |
| 7D | +2.4% | +8.2% | -5.8% | +1.1% |
| 30D | -7.8% | -16.3% | +8.5% | -6.0% |
| 3M | -22.4% | -18.6% | -3.8% | -21.0% |
| 6M | -26.0% | -23.2% | -2.8% | -24.1% |
| YTD | -29.3% | -25.5% | -3.8% | -26.1% |
| 1Y | -37.5% | -4.8% | -32.7% | -36.3% |
| All | -37.5% | -1.6% | -35.9% | -36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 1y: compounded portfolio wealth divided by compounded HL 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…
1y analysis · Full analysis span regression · 6 months rolling