+1,574.6%
BE vs BABA
+27.3%
+1,547.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +1.3% | +6.1% | +7.1% |
| 7D | +20.0% | -4.8% | +24.7% | +21.2% |
| 30D | +7.9% | -11.9% | +19.8% | +10.5% |
| 3M | -13.2% | -9.3% | -3.9% | -11.8% |
| 6M | +53.5% | -14.2% | +67.7% | +57.5% |
| YTD | +191.0% | -22.0% | +213.1% | +204.8% |
| 1Y | +360.5% | -12.7% | +373.2% | +376.2% |
| All | +1,574.6% | +27.3% | +1,547.3% | +1,458.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 3y: compounded portfolio wealth divided by compounded BABA 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…
3y analysis · Full analysis span regression · 6 months rolling