+28.2%
BABA vs TECH
+234.0%
-205.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | -4.8% | +0.1% | -4.9% | -4.8% |
| 30D | -11.9% | +0.7% | -12.6% | -12.1% |
| 3M | -9.3% | +36.3% | -45.6% | -18.4% |
| 6M | -14.2% | +25.6% | -39.8% | -22.4% |
| YTD | -22.0% | +23.7% | -45.7% | -29.5% |
| 1Y | -12.7% | +37.6% | -50.4% | -24.6% |
| 3Y | +26.7% | -6.6% | +33.2% | +20.0% |
| 5Y | -29.3% | -42.2% | +12.9% | -21.5% |
| 10Y | +21.2% | +187.6% | -166.3% | -32.0% |
| All | +28.2% | +234.0% | -205.8% | -32.6% |
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