-35.7%
BABA vs ONTO
+146.7%
-182.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.9% | -10.1% | -2.8% |
| 7D | -3.6% | +16.4% | -19.9% | -7.0% |
| 30D | -8.4% | -21.4% | +13.1% | -5.0% |
| 3M | -20.6% | -32.7% | +12.2% | -15.8% |
| 6M | -25.4% | -25.2% | -0.2% | -24.9% |
| YTD | -30.1% | +36.2% | -66.3% | -39.9% |
| 1Y | -36.3% | +61.2% | -97.5% | -47.5% |
| 3Y | +30.4% | +58.7% | -28.3% | -7.2% |
| 5Y | -35.7% | +143.6% | -179.4% | -66.7% |
| All | -35.7% | +146.7% | -182.4% | -66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling