-37.5%
BABA vs PCG
-18.8%
-18.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.6% |
| 7D | +2.4% | -0.5% | +2.8% | +2.4% |
| 30D | -7.8% | +0.8% | -8.5% | -7.8% |
| 3M | -22.4% | -22.0% | -0.3% | -21.1% |
| 6M | -26.0% | -17.1% | -8.9% | -25.1% |
| YTD | -29.3% | -16.9% | -12.4% | -25.9% |
| 1Y | -37.5% | -19.1% | -18.4% | -33.7% |
| All | -37.5% | -18.8% | -18.7% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling