+514.0%
NOW vs BABA
+8.5%
+505.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | -13.8% | +14.0% | +4.2% |
| 30D | -27.0% | -15.1% | -11.9% | -23.8% |
| 3M | -19.6% | -22.7% | +3.1% | -14.4% |
| 6M | +17.5% | -34.7% | +52.1% | +30.2% |
| YTD | -33.3% | -35.0% | +1.8% | -26.8% |
| 1Y | -39.8% | -40.4% | +0.6% | -32.4% |
| 3Y | -19.9% | +21.9% | -41.8% | -32.2% |
| 5Y | -26.1% | -39.9% | +13.8% | -24.2% |
| All | +514.0% | +8.5% | +505.5% | +313.7% |
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