+23.9%
BABA vs INDA
+84.9%
-61.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.5% | +0.2% |
| 7D | +11.6% | +6.6% | +5.0% | +7.5% |
| 30D | +2.3% | +10.4% | -8.1% | -3.5% |
| 3M | -13.7% | +1.5% | -15.2% | -14.5% |
| 6M | -21.9% | +1.7% | -23.6% | -22.8% |
| YTD | -24.6% | -5.8% | -18.8% | -21.9% |
| 1Y | -34.1% | -5.1% | -29.0% | -32.1% |
| 3Y | +36.3% | +16.0% | +20.3% | +23.4% |
| 5Y | -26.7% | +9.3% | -36.0% | -30.7% |
| 10Y | +19.2% | +102.1% | -82.9% | -20.6% |
| All | +23.9% | +84.9% | -61.0% | -15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling