-35.9%
BABA vs PWR
+30.1%
-66.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +9.4% | -13.1% | -4.3% |
| 7D | +3.8% | -4.8% | +8.6% | +3.9% |
| 30D | -5.4% | -16.2% | +10.8% | -3.7% |
| 3M | -17.9% | -11.9% | -6.0% | -17.2% |
| 6M | -24.1% | -20.6% | -3.5% | -22.3% |
| YTD | -27.4% | +40.3% | -67.7% | -32.9% |
| All | -35.9% | +30.1% | -66.0% | -40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling