-26.0%
NOW vs BABA
-30.3%
+4.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.6% | -8.6% | -6.4% |
| 7D | -6.7% | +8.6% | -15.2% | -8.2% |
| 30D | -25.8% | -1.1% | -24.7% | -25.7% |
| 3M | -12.7% | -15.9% | +3.2% | -10.1% |
| 6M | +11.2% | -17.5% | +28.8% | +14.3% |
| YTD | -33.2% | -25.6% | -7.6% | -30.4% |
| 1Y | -41.8% | -33.8% | -8.0% | -38.0% |
| 3Y | -15.7% | +34.6% | -50.3% | -26.0% |
| 5Y | -26.0% | -27.7% | +1.6% | -27.4% |
| All | -26.0% | -30.3% | +4.3% | -27.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling