-39.8%
BABA vs IBN
+73.5%
-113.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -13.8% | +1.9% | -15.6% | -14.4% |
| 30D | -15.1% | +22.1% | -37.2% | -22.0% |
| 3M | -22.7% | +17.1% | -39.8% | -27.8% |
| 6M | -34.7% | +35.5% | -70.2% | -43.1% |
| YTD | -35.0% | +16.8% | -51.8% | -39.6% |
| 1Y | -40.4% | +12.4% | -52.8% | -43.7% |
| 3Y | +21.9% | +58.0% | -36.1% | -9.8% |
| All | -39.8% | +73.5% | -113.2% | -60.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling