+15.8%
BABA vs TECH
+204.1%
-188.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.1% | -3.8% | -3.7% |
| 7D | +3.8% | +0.2% | +3.6% | +3.8% |
| 30D | -5.4% | +0.5% | -5.9% | -5.5% |
| 3M | -17.9% | +0.9% | -18.8% | -18.1% |
| 6M | -24.1% | +51.0% | -75.1% | -34.0% |
| YTD | -27.4% | +24.4% | -51.8% | -34.4% |
| 1Y | -36.1% | +27.6% | -63.6% | -42.9% |
| 3Y | +35.4% | +29.9% | +5.4% | +12.3% |
| 5Y | -30.1% | -40.6% | +10.5% | -22.5% |
| 10Y | +15.8% | +196.7% | -180.9% | -33.3% |
| All | +15.8% | +204.1% | -188.3% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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