+2,655.3%
DELL vs BABA
+15.0%
+2,640.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.7% | +9.1% | +6.1% |
| 7D | -11.8% | +3.8% | -15.7% | -12.7% |
| 30D | -40.8% | -5.4% | -35.4% | -40.4% |
| 3M | -23.6% | -17.9% | -5.6% | -21.1% |
| 6M | +33.4% | -24.1% | +57.4% | +39.1% |
| YTD | +178.0% | -27.4% | +205.5% | +191.6% |
| 1Y | +138.6% | -36.1% | +174.6% | +156.5% |
| 3Y | +400.9% | +35.4% | +365.5% | +345.4% |
| 5Y | +580.7% | -30.1% | +610.8% | +573.6% |
| 10Y | +2,655.3% | +15.8% | +2,639.4% | +2,337.8% |
| All | +2,655.3% | +15.0% | +2,640.3% | +2,337.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling