+16.0%
BABA vs PWR
+1,887.5%
-1,871.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.3% | -5.4% | -2.2% |
| 7D | -3.6% | +4.7% | -8.3% | -5.2% |
| 30D | -8.4% | -12.5% | +4.1% | -6.3% |
| 3M | -20.6% | -9.3% | -11.3% | -19.8% |
| 6M | -25.4% | -22.2% | -3.2% | -22.1% |
| YTD | -30.1% | +44.2% | -74.3% | -39.0% |
| 1Y | -36.3% | +35.5% | -71.8% | -43.6% |
| 3Y | +30.4% | +250.4% | -220.1% | -16.1% |
| 5Y | -35.7% | +425.6% | -461.3% | -64.5% |
| 10Y | +16.0% | +1,874.2% | -1,858.2% | -60.8% |
| All | +16.0% | +1,887.5% | -1,871.5% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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