+16.7%
BABA vs XHB
+204.2%
-187.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | +0.6% |
| 7D | -0.2% | +0.2% | -0.4% | -0.3% |
| 30D | -12.3% | -9.1% | -3.2% | -8.7% |
| 3M | -5.3% | -2.3% | -3.0% | -5.3% |
| 6M | -13.1% | -4.1% | -9.0% | -12.6% |
| YTD | -22.4% | -1.7% | -20.7% | -23.1% |
| 1Y | -19.5% | -15.1% | -4.4% | -14.8% |
| 3Y | +32.9% | +26.8% | +6.1% | +12.2% |
| 5Y | -29.9% | +37.3% | -67.2% | -44.6% |
| 10Y | +16.7% | +205.7% | -189.0% | -36.6% |
| All | +16.7% | +204.2% | -187.5% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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