-35.3%
BABA vs Q
+19.7%
-55.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +5.0% | +4.9% |
| 7D | +4.3% | -3.3% | +7.6% | +4.7% |
| 30D | -5.0% | -9.7% | +4.7% | -4.0% |
| 3M | -18.4% | -16.1% | -2.3% | -17.1% |
| 6M | -20.3% | -15.7% | -4.6% | -20.2% |
| YTD | -27.5% | +45.7% | -73.2% | -30.6% |
| 1Y | -35.3% | +18.0% | -53.3% | -40.4% |
| All | -35.3% | +19.7% | -55.0% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 1y: compounded portfolio wealth divided by compounded Q 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…
1y analysis · Full analysis span regression · 6 months rolling