+27.1%
BABA vs LIN
+27.3%
-0.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.5% |
| 7D | -4.8% | -2.1% | -2.6% | -4.4% |
| 30D | -11.9% | -2.4% | -9.5% | -11.5% |
| 3M | -9.3% | -5.6% | -3.7% | -8.7% |
| 6M | -14.2% | -3.4% | -10.9% | -14.4% |
| YTD | -22.0% | +13.1% | -35.1% | -26.5% |
| 1Y | -12.7% | +2.5% | -15.2% | -14.2% |
| All | +27.1% | +27.3% | -0.1% | +12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 3y: compounded portfolio wealth divided by compounded LIN 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…
3y analysis · Full analysis span regression · 6 months rolling