-37.5%
BABA vs IAG
+42.2%
-79.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.7% | +4.1% | -1.6% |
| 7D | +2.4% | +16.8% | -14.5% | +0.1% |
| 30D | -7.8% | -1.5% | -6.3% | -8.0% |
| 3M | -22.4% | +0.5% | -22.9% | -23.0% |
| 6M | -26.0% | -1.0% | -25.0% | -26.3% |
| YTD | -29.3% | +12.3% | -41.6% | -30.9% |
| 1Y | -37.5% | +39.2% | -76.8% | -40.8% |
| All | -37.5% | +42.2% | -79.8% | -40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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