+21.9%
BABA vs NI
+102.7%
-80.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -13.8% | +4.3% | -18.1% | -14.2% |
| 30D | -15.1% | +12.4% | -27.5% | -16.4% |
| 3M | -22.7% | +10.2% | -32.9% | -23.7% |
| 6M | -34.7% | -0.8% | -33.9% | -34.7% |
| YTD | -35.0% | +13.2% | -48.3% | -37.0% |
| 1Y | -40.4% | +10.1% | -50.5% | -41.9% |
| 3Y | +21.9% | +103.1% | -81.2% | +7.8% |
| All | +21.9% | +102.7% | -80.8% | +7.8% |
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