+15.7%
BABA vs NI
+181.4%
-165.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.5% | -3.0% | -2.6% |
| 7D | +2.4% | +1.5% | +0.8% | +2.1% |
| 30D | -7.8% | +11.9% | -19.6% | -9.1% |
| 3M | -22.4% | +9.1% | -31.5% | -23.3% |
| 6M | -26.0% | -1.8% | -24.2% | -26.0% |
| YTD | -29.3% | +11.4% | -40.6% | -30.6% |
| 1Y | -37.5% | +6.4% | -43.9% | -38.3% |
| 3Y | +31.9% | +98.2% | -66.3% | +19.6% |
| 5Y | -33.4% | +110.1% | -143.5% | -40.3% |
| 10Y | +15.7% | +189.0% | -173.3% | +1.7% |
| All | +15.7% | +181.4% | -165.7% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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