+14.7%
BABA vs IP
+32.8%
-18.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.5% | +3.4% | +4.5% |
| 7D | +4.3% | +3.4% | +0.9% | +3.3% |
| 30D | -5.0% | +11.2% | -16.2% | -7.7% |
| 3M | -18.4% | -14.8% | -3.6% | -15.2% |
| 6M | -20.3% | +17.3% | -37.6% | -25.0% |
| YTD | -27.5% | -6.2% | -21.3% | -28.1% |
| 1Y | -35.3% | +2.3% | -37.7% | -37.6% |
| 3Y | +31.2% | +17.7% | +13.5% | +15.8% |
| 5Y | -32.1% | -8.4% | -23.7% | -35.7% |
| 10Y | +14.7% | +32.1% | -17.4% | +20.9% |
| All | +14.7% | +32.8% | -18.1% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 10y: compounded portfolio wealth divided by compounded IP 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…
10y analysis · Full analysis span regression · 6 months rolling