+16.7%
BABA vs XBI
+158.9%
-142.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.6% | -1.3% | -2.2% |
| 7D | -2.2% | -3.6% | +1.5% | -0.4% |
| 30D | -17.3% | +0.9% | -18.2% | -17.9% |
| 3M | -7.8% | +21.4% | -29.2% | -16.9% |
| 6M | -16.8% | +25.5% | -42.3% | -26.5% |
| YTD | -24.7% | +30.8% | -55.5% | -35.0% |
| 1Y | -24.9% | +68.6% | -93.5% | -43.1% |
| 3Y | +29.1% | +103.9% | -74.8% | -13.7% |
| 5Y | -30.5% | +20.8% | -51.3% | -42.4% |
| 10Y | +16.7% | +164.0% | -147.3% | -28.2% |
| All | +16.7% | +158.9% | -142.2% | -28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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