+36.3%
BABA vs PWR
+221.1%
-184.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.3% | -5.0% | +0.4% |
| 7D | +11.6% | -12.9% | +24.5% | +13.2% |
| 30D | +2.3% | -22.8% | +25.1% | +5.7% |
| 3M | -13.7% | -19.0% | +5.3% | -11.7% |
| 6M | -21.9% | -31.1% | +9.2% | -18.2% |
| YTD | -24.6% | +28.3% | -52.9% | -29.6% |
| 1Y | -34.1% | +22.2% | -56.3% | -38.0% |
| 3Y | +36.3% | +222.2% | -185.9% | +5.7% |
| All | +36.3% | +221.1% | -184.8% | +5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling