+8,434.7%
SHOP vs BABA
+36.5%
+8,398.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.2% |
| 7D | -5.1% | -4.8% | -0.3% | -2.9% |
| 30D | +0.6% | -11.9% | +12.5% | +6.2% |
| 3M | +25.0% | -9.3% | +34.3% | +29.1% |
| 6M | +11.9% | -14.2% | +26.2% | +17.1% |
| YTD | -9.9% | -22.0% | +12.2% | -1.9% |
| 1Y | 0.0% | -12.7% | +12.7% | +1.4% |
| 3Y | +117.5% | +26.7% | +90.8% | +65.8% |
| 5Y | -6.6% | -29.3% | +22.7% | -8.8% |
| 10Y | +3,320.3% | +21.2% | +3,299.1% | +2,241.7% |
| All | +8,434.7% | +36.5% | +8,398.2% | +10,375.8% |
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