+58.1%
INTC vs BABA
+21.2%
+36.9%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +6.0% | -13.8% | +19.8% | +9.9% |
| 30D | -39.2% | -15.1% | -24.1% | -36.7% |
| 3M | -42.9% | -22.7% | -20.2% | -39.3% |
| 6M | -50.4% | -34.7% | -15.7% | -44.8% |
| YTD | +61.7% | -35.0% | +96.7% | +79.4% |
| 1Y | +66.1% | -40.4% | +106.5% | +88.3% |
| 3Y | +58.1% | +21.9% | +36.2% | +37.5% |
| All | +58.1% | +21.2% | +36.9% | +37.5% |
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