+16.0%
BABA vs MSCI
+809.1%
-793.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.7% | -1.9% | -1.4% |
| 7D | -3.6% | -1.9% | -1.7% | -3.0% |
| 30D | -8.4% | +16.5% | -24.8% | -14.0% |
| 3M | -20.6% | +18.2% | -38.8% | -26.0% |
| 6M | -25.4% | +14.0% | -39.3% | -29.9% |
| YTD | -30.1% | +16.6% | -46.7% | -35.6% |
| 1Y | -36.3% | +14.8% | -51.1% | -41.0% |
| 3Y | +30.4% | +33.3% | -2.9% | +9.2% |
| 5Y | -35.7% | +9.1% | -44.8% | -43.3% |
| 10Y | +16.0% | +820.4% | -804.4% | -61.1% |
| All | +16.0% | +809.1% | -793.1% | -61.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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