+253.8%
INTC vs BABA
+17.5%
+236.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.5% | +9.6% | +9.2% |
| 7D | +17.4% | -0.2% | +17.6% | +17.5% |
| 30D | +2.8% | -12.3% | +15.0% | +6.2% |
| 3M | -5.3% | -5.3% | 0.0% | -4.7% |
| 6M | +140.6% | -13.1% | +153.7% | +147.9% |
| YTD | +183.1% | -22.4% | +205.6% | +200.3% |
| 1Y | +326.8% | -19.5% | +346.2% | +344.9% |
| 3Y | +179.4% | +32.9% | +146.5% | +144.0% |
| 5Y | +111.7% | -29.9% | +141.6% | +110.9% |
| 10Y | +253.8% | +16.7% | +237.1% | +192.1% |
| All | +253.8% | +17.5% | +236.4% | +192.1% |
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 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