+2,876.0%
DELL vs BABA
+8.5%
+2,867.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.1% | +6.4% | +0.7% |
| 7D | +17.1% | -12.7% | +29.8% | +20.1% |
| 30D | -35.1% | -14.9% | -20.2% | -33.3% |
| 3M | -23.3% | -24.6% | +1.4% | -19.6% |
| 6M | +55.8% | -29.3% | +85.2% | +64.5% |
| YTD | +198.0% | -35.0% | +233.0% | +218.9% |
| 1Y | +166.6% | -39.7% | +206.3% | +189.4% |
| 3Y | +427.6% | +21.2% | +406.5% | +378.8% |
| 5Y | +630.6% | -39.9% | +670.5% | +647.2% |
| All | +2,876.0% | +8.5% | +2,867.5% | +2,473.9% |
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