-36.3%
BABA vs IWD
+30.1%
-66.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.5% |
| 7D | -3.6% | -0.6% | -3.0% | -3.1% |
| 30D | -8.4% | +3.6% | -12.0% | -11.6% |
| 3M | -20.6% | +2.7% | -23.3% | -22.8% |
| 6M | -25.4% | +13.2% | -38.6% | -34.9% |
| YTD | -30.1% | +26.8% | -56.9% | -45.1% |
| 1Y | -36.3% | +29.3% | -65.6% | -49.8% |
| All | -36.3% | +30.1% | -66.3% | -49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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