+3,313.5%
DELL vs BABA
+12.2%
+3,301.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -1.2% | +12.9% | +12.0% |
| 7D | +0.4% | -3.6% | +3.9% | +0.9% |
| 30D | -35.1% | -8.4% | -26.8% | -34.2% |
| 3M | -15.1% | -20.6% | +5.5% | -11.9% |
| 6M | +51.7% | -25.4% | +77.1% | +58.7% |
| YTD | +200.0% | -30.1% | +230.1% | +216.8% |
| 1Y | +172.1% | -36.3% | +208.4% | +192.5% |
| 3Y | +431.2% | +30.4% | +400.8% | +375.9% |
| 5Y | +633.1% | -35.7% | +668.8% | +640.1% |
| 10Y | +2,886.3% | +16.0% | +2,870.3% | +2,504.2% |
| All | +3,313.5% | +12.2% | +3,301.3% | +2,869.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling