+15.7%
BABA vs IBN
+364.2%
-348.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.2% | -3.8% | -2.9% |
| 7D | +2.4% | +15.8% | -13.4% | -1.8% |
| 30D | -7.8% | +25.1% | -32.8% | -13.5% |
| 3M | -22.4% | +16.0% | -38.3% | -25.7% |
| 6M | -26.0% | +32.8% | -58.8% | -32.1% |
| YTD | -29.3% | +18.0% | -47.3% | -32.9% |
| 1Y | -37.5% | +15.9% | -53.4% | -40.4% |
| 3Y | +31.9% | +57.6% | -25.7% | +13.0% |
| 5Y | -33.4% | +74.7% | -108.1% | -44.8% |
| 10Y | +15.7% | +373.9% | -358.2% | -27.2% |
| All | +15.7% | +364.2% | -348.4% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling