-19.5%
NOW vs BABA
+30.4%
-49.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.2% | +4.3% | +3.3% |
| 7D | -5.6% | -3.6% | -2.0% | -5.3% |
| 30D | -26.8% | -8.4% | -18.4% | -26.3% |
| 3M | -19.4% | -20.6% | +1.2% | -18.1% |
| 6M | +12.3% | -25.4% | +37.7% | +14.4% |
| YTD | -32.9% | -30.1% | -2.8% | -31.4% |
| 1Y | -40.3% | -36.3% | -4.0% | -38.5% |
| All | -19.5% | +30.4% | -49.9% | -19.4% |
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