-35.9%
BABA vs SPOT
+267.1%
-303.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.0% | -4.7% | -4.0% |
| 7D | +3.8% | +2.5% | +1.3% | +3.1% |
| 30D | -5.4% | +15.1% | -20.5% | -9.5% |
| 3M | -17.9% | +24.8% | -42.7% | -23.7% |
| 6M | -24.1% | +45.8% | -69.8% | -33.2% |
| YTD | -27.4% | +4.9% | -32.3% | -30.6% |
| 1Y | -36.1% | -1.3% | -34.8% | -37.8% |
| 3Y | +35.4% | +257.7% | -222.3% | -19.3% |
| 5Y | -30.1% | +118.5% | -148.6% | -55.1% |
| All | -35.9% | +267.1% | -303.0% | -70.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 10y: compounded portfolio wealth divided by compounded SPOT 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…
10y analysis · Full analysis span regression · 6 months rolling