-34.1%
BABA vs TECH
+21.1%
-55.2%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +11.6% | +0.2% | +11.5% | +11.7% |
| 30D | +2.3% | +0.3% | +1.9% | +2.3% |
| 3M | -13.7% | +1.3% | -15.0% | -13.6% |
| 6M | -21.9% | +54.0% | -75.9% | -20.0% |
| YTD | -24.6% | +24.3% | -48.9% | -22.5% |
| 1Y | -34.1% | +25.8% | -59.9% | -32.0% |
| All | -34.1% | +21.1% | -55.2% | -32.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling