+772.7%
NOW vs BABA
+20.7%
+752.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -1.7% |
| 7D | -27.5% | +4.3% | -31.8% | -28.3% |
| 30D | -20.0% | -5.0% | -15.1% | -18.9% |
| 3M | -7.9% | -18.4% | +10.5% | -3.0% |
| 6M | +18.3% | -20.3% | +38.6% | +24.3% |
| YTD | -29.0% | -27.5% | -1.5% | -24.0% |
| 1Y | -38.7% | -35.3% | -3.4% | -32.3% |
| 3Y | -10.3% | +31.2% | -41.5% | -25.7% |
| 5Y | -22.5% | -32.1% | +9.6% | -24.4% |
| 10Y | +553.8% | +14.7% | +539.2% | +375.1% |
| All | +772.7% | +20.7% | +752.0% | +459.6% |
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