+36.3%
BABA vs NI
+87.8%
-51.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.7% | +1.9% | +1.4% |
| 7D | +11.6% | -0.9% | +12.6% | +11.8% |
| 30D | +2.3% | +9.6% | -7.4% | +1.0% |
| 3M | -13.7% | +2.5% | -16.2% | -14.0% |
| 6M | -21.9% | -5.8% | -16.1% | -21.3% |
| YTD | -24.6% | +8.6% | -33.2% | -26.6% |
| 1Y | -34.1% | +6.0% | -40.1% | -35.5% |
| 3Y | +36.3% | +91.0% | -54.8% | +20.4% |
| All | +36.3% | +87.8% | -51.6% | +20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling