+165.3%
INTC vs BABA
+27.3%
+138.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +4.2% |
| 7D | +7.1% | -4.8% | +11.8% | +8.4% |
| 30D | -5.2% | -11.9% | +6.7% | -2.3% |
| 3M | -14.3% | -9.3% | -5.0% | -12.5% |
| 6M | +110.2% | -14.2% | +124.4% | +117.4% |
| YTD | +159.6% | -22.0% | +181.7% | +175.5% |
| 1Y | +289.3% | -12.7% | +302.0% | +297.7% |
| All | +165.3% | +27.3% | +138.0% | +116.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling