+27.1%
V vs BABA
-36.6%
+63.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.7% | +3.6% | -0.1% |
| 7D | -0.8% | +3.8% | -4.6% | -0.8% |
| 30D | +9.5% | -5.4% | +14.9% | +9.3% |
| 3M | +16.7% | -17.9% | +34.6% | +15.8% |
| 6M | +32.9% | -24.1% | +57.0% | +32.1% |
| YTD | +21.1% | -27.4% | +48.5% | +20.8% |
| All | +27.1% | -36.6% | +63.6% | +25.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling