+28.2%
BABA vs IBN
+235.5%
-207.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +2.0% | +1.5% |
| 7D | -4.8% | +1.4% | -6.2% | -5.2% |
| 30D | -11.9% | -0.3% | -11.6% | -11.9% |
| 3M | -9.3% | +17.1% | -26.4% | -13.6% |
| 6M | -14.2% | +3.4% | -17.6% | -15.4% |
| YTD | -22.0% | +2.5% | -24.6% | -23.0% |
| 1Y | -12.7% | -4.2% | -8.5% | -12.3% |
| 3Y | +26.7% | +32.4% | -5.7% | +14.0% |
| 5Y | -29.3% | +59.2% | -88.5% | -40.0% |
| 10Y | +21.2% | +345.7% | -324.4% | -27.9% |
| All | +28.2% | +235.5% | -207.3% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling