-29.9%
BABA vs NI
+100.2%
-130.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.7% |
| 7D | -0.2% | +2.3% | -2.5% | -0.5% |
| 30D | -12.3% | -1.7% | -10.6% | -12.0% |
| 3M | -5.3% | -8.0% | +2.7% | -4.3% |
| 6M | -13.1% | -8.6% | -4.4% | -12.1% |
| YTD | -22.4% | +2.3% | -24.8% | -23.4% |
| 1Y | -19.5% | +6.9% | -26.4% | -21.1% |
| 3Y | +32.9% | +70.6% | -37.6% | +19.6% |
| 5Y | -29.9% | +96.4% | -126.3% | -40.8% |
| All | -29.9% | +100.2% | -130.1% | -40.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling