+28.2%
BABA vs PWR
+1,608.6%
-1,580.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.7% | +0.6% | +1.1% |
| 7D | -4.8% | +3.6% | -8.4% | -5.6% |
| 30D | -11.9% | -8.6% | -3.3% | -10.1% |
| 3M | -9.3% | -13.2% | +3.9% | -6.9% |
| 6M | -14.2% | +9.9% | -24.1% | -17.6% |
| YTD | -22.0% | +48.0% | -70.1% | -30.8% |
| 1Y | -12.7% | +66.2% | -78.9% | -25.0% |
| 3Y | +26.7% | +195.1% | -168.5% | -9.7% |
| 5Y | -29.3% | +442.6% | -471.9% | -58.1% |
| 10Y | +21.2% | +2,334.2% | -2,313.0% | -53.8% |
| All | +28.2% | +1,608.6% | -1,580.4% | -48.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling