+261.0%
INTC vs BABA
+29.8%
+231.1%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.3% | +3.2% | +4.2% |
| 7D | +7.1% | -4.8% | +11.8% | +8.5% |
| 30D | -5.2% | -11.9% | +6.7% | -2.3% |
| 3M | -14.3% | -9.3% | -5.0% | -12.7% |
| 6M | +110.2% | -14.2% | +124.4% | +117.1% |
| YTD | +159.6% | -22.0% | +181.7% | +174.5% |
| 1Y | +289.3% | -12.7% | +302.0% | +296.4% |
| 3Y | +166.1% | +26.7% | +139.4% | +136.6% |
| 5Y | +94.4% | -29.3% | +123.7% | +90.8% |
| 10Y | +227.7% | +21.2% | +206.5% | +172.3% |
| All | +261.0% | +29.8% | +231.1% | +174.1% |
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 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