+21.9%
BABA vs PSX
+157.7%
-135.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.7% | -0.1% |
| 7D | -13.8% | +7.8% | -21.6% | -15.0% |
| 30D | -15.1% | -10.9% | -4.2% | -13.3% |
| 3M | -22.7% | +14.5% | -37.2% | -25.4% |
| 6M | -34.7% | +56.1% | -90.8% | -41.6% |
| YTD | -35.0% | +109.6% | -144.6% | -47.9% |
| 1Y | -40.4% | +95.5% | -135.9% | -51.2% |
| 3Y | +21.9% | +156.2% | -134.3% | -10.6% |
| All | +21.9% | +157.7% | -135.7% | -10.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling