+532.2%
BE vs BABA
-40.0%
+572.2%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | 0.0% | -4.9% | -4.9% |
| 7D | +10.8% | -13.8% | +24.6% | +16.0% |
| 30D | -19.8% | -15.1% | -4.7% | -15.8% |
| 3M | -18.7% | -22.7% | +4.0% | -12.6% |
| 6M | -33.7% | -34.7% | +0.9% | -24.9% |
| YTD | +121.0% | -35.0% | +156.0% | +149.4% |
| 1Y | +85.4% | -40.4% | +125.8% | +115.1% |
| 3Y | +1,709.5% | +21.9% | +1,687.6% | +1,415.1% |
| All | +532.2% | -40.0% | +572.2% | +550.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling