+15.8%
BABA vs NDAQ
+484.3%
-468.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.3% | -5.0% | -4.2% |
| 7D | +3.8% | -0.1% | +3.9% | +3.8% |
| 30D | -5.4% | +15.9% | -21.2% | -11.0% |
| 3M | -17.9% | +15.1% | -33.0% | -22.7% |
| 6M | -24.1% | +22.9% | -47.0% | -30.7% |
| YTD | -27.4% | +12.8% | -40.3% | -31.9% |
| 1Y | -36.1% | +26.0% | -62.1% | -42.8% |
| 3Y | +35.4% | +119.7% | -84.3% | -7.6% |
| 5Y | -30.1% | +65.4% | -95.5% | -47.1% |
| 10Y | +15.8% | +469.3% | -453.4% | -51.4% |
| All | +15.8% | +484.3% | -468.5% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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