+1,033.0%
NOW vs BABA
+29.8%
+1,003.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.3% |
| 7D | -2.4% | -4.8% | +2.4% | -1.1% |
| 30D | +20.5% | -11.9% | +32.4% | +24.5% |
| 3M | +18.3% | -9.3% | +27.6% | +21.0% |
| 6M | +24.1% | -14.2% | +38.3% | +27.8% |
| YTD | -7.8% | -22.0% | +14.2% | -3.1% |
| 1Y | -21.4% | -12.7% | -8.7% | -20.8% |
| 3Y | +19.5% | +26.7% | -7.1% | +0.8% |
| 5Y | +4.1% | -29.3% | +33.4% | +0.1% |
| 10Y | +826.4% | +21.2% | +805.2% | +565.9% |
| All | +1,033.0% | +29.8% | +1,003.2% | +613.3% |
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