-34.1%
BABA vs Q
+17.3%
-51.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +6.3% | -5.0% | +0.6% |
| 7D | +11.6% | +0.3% | +11.4% | +11.5% |
| 30D | +2.3% | -9.8% | +12.1% | +3.3% |
| 3M | -13.7% | -12.2% | -1.5% | -12.8% |
| 6M | -21.9% | -21.6% | -0.3% | -20.9% |
| YTD | -24.6% | +43.6% | -68.2% | -28.7% |
| 1Y | -34.1% | +25.7% | -59.8% | -38.9% |
| All | -34.1% | +17.3% | -51.4% | -38.9% |
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