+15.7%
BABA vs NDAQ
+472.5%
-456.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.4% | -3.9% | -3.1% |
| 7D | +2.4% | +2.9% | -0.5% | +1.2% |
| 30D | -7.8% | +17.5% | -25.2% | -13.8% |
| 3M | -22.4% | +15.4% | -37.8% | -27.0% |
| 6M | -26.0% | +24.6% | -50.6% | -32.9% |
| YTD | -29.3% | +14.4% | -43.7% | -34.0% |
| 1Y | -37.5% | +26.9% | -64.4% | -44.3% |
| 3Y | +31.9% | +119.8% | -87.9% | -9.9% |
| 5Y | -33.4% | +70.5% | -103.9% | -50.2% |
| 10Y | +15.7% | +475.8% | -460.1% | -51.7% |
| All | +15.7% | +472.5% | -456.8% | -51.7% |
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