+3,557.0%
SHOP vs BABA
+11.0%
+3,546.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -2.4% |
| 7D | +2.8% | +2.4% | +0.5% | +1.6% |
| 30D | -14.2% | -7.8% | -6.4% | -10.9% |
| 3M | -5.5% | -22.4% | +16.8% | +6.0% |
| 6M | +32.8% | -26.0% | +58.8% | +49.8% |
| YTD | -8.9% | -29.3% | +20.4% | +3.9% |
| 1Y | -7.7% | -37.5% | +29.8% | +11.5% |
| 3Y | +139.0% | +31.9% | +107.1% | +75.0% |
| 5Y | -0.5% | -33.4% | +32.9% | +1.0% |
| 10Y | +3,557.0% | +15.7% | +3,541.3% | +2,024.2% |
| All | +3,557.0% | +11.0% | +3,546.0% | +2,024.2% |
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