-35.3%
BABA vs NVT
+487.2%
-522.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +7.7% | -11.5% | -5.4% |
| 7D | +3.8% | -7.5% | +11.3% | +4.7% |
| 30D | -5.4% | -31.5% | +26.2% | +2.0% |
| 3M | -17.9% | -30.4% | +12.5% | -12.4% |
| 6M | -24.1% | -32.5% | +8.4% | -19.0% |
| YTD | -27.4% | +12.9% | -40.4% | -32.5% |
| 1Y | -36.1% | +3.7% | -39.8% | -39.4% |
| 3Y | +35.4% | +135.8% | -100.4% | -2.1% |
| 5Y | -30.1% | +232.7% | -262.8% | -55.4% |
| All | -35.3% | +487.2% | -522.5% | -65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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