-39.8%
BABA vs PWR
+411.6%
-451.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.2% |
| 7D | -13.8% | +11.3% | -25.1% | -15.7% |
| 30D | -15.1% | -8.9% | -6.2% | -14.2% |
| 3M | -22.7% | -10.5% | -12.2% | -21.7% |
| 6M | -34.7% | -22.2% | -12.5% | -32.0% |
| YTD | -35.0% | +42.7% | -77.8% | -42.6% |
| 1Y | -40.4% | +41.1% | -81.5% | -47.3% |
| 3Y | +21.9% | +242.7% | -220.8% | -21.2% |
| All | -39.8% | +411.6% | -451.4% | -68.9% |
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 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