+28.2%
BABA vs NI
+287.4%
-259.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.4% |
| 7D | -4.8% | +2.0% | -6.8% | -5.1% |
| 30D | -11.9% | -3.5% | -8.4% | -11.4% |
| 3M | -9.3% | -9.1% | -0.1% | -8.1% |
| 6M | -14.2% | -11.8% | -2.4% | -12.8% |
| YTD | -22.0% | +1.1% | -23.1% | -22.5% |
| 1Y | -12.7% | +6.7% | -19.4% | -14.0% |
| 3Y | +26.7% | +71.1% | -44.4% | +15.8% |
| 5Y | -29.3% | +94.3% | -123.6% | -36.9% |
| 10Y | +21.2% | +135.8% | -114.5% | +2.5% |
| All | +28.2% | +287.4% | -259.2% | -2.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling