-28.3%
BABA vs PWR
+348.7%
-377.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.3% | -5.0% | 0.0% |
| 7D | +11.6% | -12.9% | +24.5% | +14.1% |
| 30D | +2.3% | -22.8% | +25.1% | +7.3% |
| 3M | -13.7% | -19.0% | +5.3% | -10.7% |
| 6M | -21.9% | -31.1% | +9.2% | -16.5% |
| YTD | -24.6% | +28.2% | -52.9% | -31.8% |
| 1Y | -34.1% | +22.2% | -56.3% | -39.8% |
| 3Y | +36.3% | +222.1% | -185.9% | -11.2% |
| All | -28.3% | +348.7% | -377.0% | -61.7% |
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 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