-35.9%
BABA vs PSX
+89.2%
-125.1%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.0% | -6.7% | -3.4% |
| 7D | +3.8% | -8.0% | +11.8% | +3.1% |
| 30D | -5.4% | -9.0% | +3.7% | -6.0% |
| 3M | -17.9% | +24.7% | -42.7% | -16.8% |
| 6M | -24.1% | +49.3% | -73.4% | -21.8% |
| YTD | -27.4% | +100.2% | -127.6% | -27.9% |
| All | -35.9% | +89.2% | -125.1% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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