-39.9%
BABA vs HLT
+163.0%
-202.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.1% | -5.9% | -6.5% |
| 7D | -12.7% | +0.8% | -13.5% | -13.1% |
| 30D | -14.9% | +13.1% | -28.0% | -20.2% |
| 3M | -24.6% | +15.6% | -40.3% | -30.2% |
| 6M | -29.3% | +19.0% | -48.3% | -36.1% |
| YTD | -35.0% | +29.9% | -65.0% | -44.2% |
| 1Y | -39.7% | +35.9% | -75.6% | -49.7% |
| 3Y | +21.2% | +132.1% | -110.9% | -30.4% |
| 5Y | -39.9% | +163.4% | -203.3% | -69.7% |
| All | -39.9% | +163.0% | -202.9% | -69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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