-39.8%
BABA vs INDA
+8.7%
-48.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.2% |
| 7D | -13.8% | +1.1% | -14.9% | -14.7% |
| 30D | -15.1% | +9.4% | -24.5% | -21.8% |
| 3M | -22.7% | +2.9% | -25.7% | -24.8% |
| 6M | -34.7% | +7.2% | -41.9% | -39.1% |
| YTD | -35.0% | -4.8% | -30.2% | -32.1% |
| 1Y | -40.4% | -5.1% | -35.3% | -37.7% |
| 3Y | +21.9% | +16.7% | +5.3% | -3.9% |
| All | -39.8% | +8.7% | -48.5% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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