-7.9%
IGV vs BABA
-37.8%
+29.8%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +2.0% |
| 7D | -1.3% | -3.6% | +2.3% | -1.1% |
| 30D | -8.1% | -8.4% | +0.2% | -7.5% |
| 3M | -1.6% | -20.6% | +19.0% | +0.1% |
| 6M | +12.7% | -25.4% | +38.1% | +14.7% |
| YTD | -3.3% | -30.1% | +26.8% | +0.2% |
| 1Y | -7.9% | -36.3% | +28.4% | -4.1% |
| All | -7.9% | -37.8% | +29.8% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling