+31.1%
BABA vs IBN
+58.3%
-27.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -3.6% | +11.1% | -14.7% | -5.3% |
| 30D | -8.4% | +23.9% | -32.2% | -11.6% |
| 3M | -20.6% | +16.3% | -36.9% | -22.7% |
| 6M | -25.4% | +34.2% | -59.6% | -29.3% |
| YTD | -30.1% | +17.6% | -47.7% | -32.3% |
| 1Y | -36.3% | +13.8% | -50.1% | -38.0% |
| All | +31.1% | +58.3% | -27.2% | +18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling