+22.3%
BABA vs TECH
+235.0%
-212.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.1% | +2.7% | +2.7% |
| 7D | +8.6% | -0.1% | +8.6% | +8.6% |
| 30D | -1.1% | +0.3% | -1.4% | -1.2% |
| 3M | -15.9% | +1.0% | -16.9% | -16.2% |
| 6M | -17.5% | +28.6% | -46.1% | -25.5% |
| YTD | -25.6% | +24.1% | -49.7% | -32.8% |
| 1Y | -33.8% | +21.9% | -55.7% | -40.1% |
| 3Y | +34.6% | +25.7% | +8.9% | +13.2% |
| 5Y | -27.7% | -40.2% | +12.6% | -20.3% |
| 10Y | +17.7% | +210.1% | -192.4% | -35.7% |
| All | +22.3% | +235.0% | -212.7% | -35.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling