+23.9%
BABA vs TECH
+235.6%
-211.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.2% |
| 7D | +11.6% | +0.2% | +11.5% | +11.6% |
| 30D | +2.3% | +0.3% | +1.9% | +2.2% |
| 3M | -13.7% | +1.3% | -15.0% | -14.0% |
| 6M | -21.9% | +54.0% | -75.9% | -32.8% |
| YTD | -24.6% | +24.3% | -48.9% | -32.0% |
| 1Y | -34.1% | +25.8% | -59.9% | -41.0% |
| 3Y | +36.3% | +26.0% | +10.3% | +14.5% |
| 5Y | -26.7% | -40.1% | +13.4% | -19.3% |
| 10Y | +19.2% | +210.6% | -191.4% | -34.9% |
| All | +23.9% | +235.6% | -211.7% | -34.9% |
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