+11.7%
BABA vs NDAQ
+471.8%
-460.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -13.8% | +1.3% | -15.0% | -14.2% |
| 30D | -15.1% | +18.0% | -33.1% | -20.7% |
| 3M | -22.7% | +11.5% | -34.3% | -26.3% |
| 6M | -34.7% | +21.1% | -55.8% | -40.0% |
| YTD | -35.0% | +12.8% | -47.8% | -38.9% |
| 1Y | -40.4% | +25.7% | -66.1% | -46.6% |
| 3Y | +21.9% | +116.8% | -94.9% | -16.2% |
| 5Y | -39.9% | +67.3% | -107.1% | -54.7% |
| All | +11.7% | +471.8% | -460.0% | -52.1% |
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