-35.3%
BABA vs IBB
+42.2%
-77.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.6% | +2.3% | +4.5% |
| 7D | +4.3% | +2.2% | +2.1% | +3.9% |
| 30D | -5.0% | +6.3% | -11.3% | -6.1% |
| 3M | -18.4% | +16.3% | -34.7% | -20.4% |
| 6M | -20.3% | +30.0% | -50.2% | -24.8% |
| YTD | -27.5% | +31.1% | -58.7% | -31.7% |
| 1Y | -35.3% | +42.0% | -77.3% | -36.4% |
| All | -35.3% | +42.2% | -77.5% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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