-38.9%
BABA vs ONTO
+459.0%
-498.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -2.9% |
| 7D | +2.4% | -2.4% | +4.8% | +2.0% |
| 30D | -7.8% | -32.9% | +25.2% | -1.2% |
| 3M | -22.4% | -32.2% | +9.8% | -18.0% |
| 6M | -26.0% | -30.6% | +4.6% | -24.3% |
| YTD | -29.3% | +25.1% | -54.4% | -37.8% |
| 1Y | -37.5% | +40.0% | -77.5% | -46.6% |
| 3Y | +31.9% | +45.7% | -13.8% | -0.2% |
| 5Y | -33.4% | +128.8% | -162.2% | -58.5% |
| All | -38.9% | +459.0% | -498.0% | -70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling