+15.8%
BABA vs IBN
+368.7%
-352.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.7% | -5.4% | -4.2% |
| 7D | +3.8% | +14.6% | -10.8% | -0.1% |
| 30D | -5.4% | +23.5% | -28.9% | -10.9% |
| 3M | -17.9% | +14.0% | -31.9% | -21.0% |
| 6M | -24.1% | +31.1% | -55.2% | -30.0% |
| YTD | -27.4% | +16.6% | -44.0% | -30.9% |
| 1Y | -36.1% | +14.9% | -51.0% | -38.9% |
| 3Y | +35.4% | +56.9% | -21.5% | +16.1% |
| 5Y | -30.1% | +69.7% | -99.8% | -41.7% |
| 10Y | +15.8% | +365.4% | -349.5% | -26.9% |
| All | +15.8% | +368.7% | -352.8% | -26.9% |
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