-33.8%
BABA vs IP
-1.7%
-32.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.0% | +6.6% | +2.9% |
| 7D | +8.6% | -5.0% | +13.5% | +8.9% |
| 30D | -1.1% | +6.5% | -7.6% | -1.6% |
| 3M | -15.9% | -18.0% | +2.1% | -15.1% |
| 6M | -17.5% | +10.3% | -27.9% | -19.9% |
| YTD | -25.6% | -9.9% | -15.7% | -26.3% |
| 1Y | -33.8% | -1.1% | -32.8% | -33.8% |
| All | -33.8% | -1.7% | -32.2% | -33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling