-27.7%
BABA vs PWR
+349.5%
-377.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -12.3% | +14.9% | +5.2% |
| 7D | +8.6% | -19.9% | +28.4% | +13.0% |
| 30D | -1.1% | -29.3% | +28.2% | +5.7% |
| 3M | -15.9% | -25.5% | +9.5% | -11.4% |
| 6M | -17.5% | -34.0% | +16.5% | -11.1% |
| YTD | -25.6% | +20.7% | -46.3% | -31.8% |
| 1Y | -33.8% | +12.3% | -46.2% | -38.4% |
| 3Y | +34.6% | +201.9% | -167.3% | -11.1% |
| 5Y | -27.7% | +336.8% | -364.4% | -61.2% |
| All | -27.7% | +349.5% | -377.2% | -61.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling