-27.7%
BABA vs IBB
+34.6%
-62.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -5.0% | +7.7% | +6.1% |
| 7D | +8.6% | -3.6% | +12.2% | +11.1% |
| 30D | -1.1% | +3.4% | -4.5% | -3.8% |
| 3M | -15.9% | +9.5% | -25.4% | -22.2% |
| 6M | -17.5% | +23.3% | -40.8% | -31.2% |
| YTD | -25.6% | +24.5% | -50.1% | -38.8% |
| 1Y | -33.8% | +32.9% | -66.7% | -48.7% |
| 3Y | +34.6% | +76.6% | -41.9% | -22.1% |
| 5Y | -27.7% | +35.5% | -63.1% | -55.0% |
| All | -27.7% | +34.6% | -62.2% | -55.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling