-36.3%
BABA vs IBB
+36.8%
-73.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.2% |
| 7D | -3.6% | -1.4% | -2.2% | -3.4% |
| 30D | -8.4% | +6.8% | -15.2% | -9.6% |
| 3M | -20.6% | +9.2% | -29.8% | -22.2% |
| 6M | -25.4% | +28.3% | -53.7% | -30.0% |
| YTD | -30.1% | +29.4% | -59.5% | -34.7% |
| 1Y | -36.3% | +33.2% | -69.5% | -40.3% |
| All | -36.3% | +36.8% | -73.0% | -40.3% |
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