+15.8%
BABA vs PWR
+1,915.1%
-1,899.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +9.4% | -13.1% | -5.9% |
| 7D | +3.8% | -4.8% | +8.6% | +4.1% |
| 30D | -5.4% | -16.2% | +10.8% | -2.2% |
| 3M | -17.9% | -11.9% | -6.0% | -16.5% |
| 6M | -24.1% | -20.6% | -3.5% | -21.3% |
| YTD | -27.4% | +40.3% | -67.7% | -36.2% |
| 1Y | -36.1% | +33.0% | -69.1% | -43.1% |
| 3Y | +35.4% | +250.0% | -214.6% | -13.0% |
| 5Y | -30.1% | +404.2% | -434.3% | -60.9% |
| 10Y | +15.8% | +1,865.8% | -1,850.0% | -59.9% |
| All | +15.8% | +1,915.1% | -1,899.2% | -59.9% |
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