-26.9%
BABA vs INFQ
-4.1%
-22.7%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INFQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.3% | -6.8% | -1.0% |
| 7D | -0.2% | +7.6% | -7.8% | -0.8% |
| 30D | -12.3% | +14.7% | -27.0% | -13.8% |
| 3M | -5.3% | -7.8% | +2.5% | -5.3% |
| 6M | -13.1% | +28.0% | -41.1% | -19.3% |
| All | -26.9% | -4.1% | -22.7% | -29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INFQ.
Daily Out/Under-Performance
Portfolio return minus INFQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFQ 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 INFQ 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