+17.1%
BABA vs MSCI
+789.3%
-772.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.3% | +3.5% | +2.2% |
| 7D | +11.6% | +2.8% | +8.8% | +10.4% |
| 30D | +2.3% | +15.4% | -13.1% | -3.6% |
| 3M | -13.7% | +13.4% | -27.1% | -18.2% |
| 6M | -21.9% | +10.9% | -32.8% | -25.9% |
| YTD | -24.6% | +13.0% | -37.6% | -29.6% |
| 1Y | -34.1% | +12.0% | -46.1% | -38.3% |
| 3Y | +36.3% | +34.1% | +2.2% | +13.5% |
| 5Y | -26.7% | +3.9% | -30.6% | -34.1% |
| All | +17.1% | +789.3% | -772.3% | -60.0% |
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