+4,062.5%
DELL vs BABA
+17.5%
+4,045.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +25.6% | -0.2% | +25.8% | +25.6% |
| 30D | +17.7% | -12.3% | +29.9% | +20.4% |
| 3M | +33.4% | -5.3% | +38.7% | +34.1% |
| 6M | +266.2% | -13.1% | +279.3% | +272.9% |
| YTD | +328.0% | -22.4% | +350.4% | +345.1% |
| 1Y | +339.6% | -19.5% | +359.1% | +351.5% |
| 3Y | +694.6% | +32.9% | +661.7% | +613.1% |
| 5Y | +1,122.0% | -29.9% | +1,151.9% | +1,115.8% |
| 10Y | +4,062.5% | +16.7% | +4,045.8% | +3,513.3% |
| All | +4,062.5% | +17.5% | +4,045.0% | +3,513.3% |
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