+26.0%
V vs BABA
-37.0%
+63.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.5% | +2.9% | +0.4% |
| 7D | +0.8% | +2.4% | -1.6% | +0.8% |
| 30D | +9.9% | -7.8% | +17.7% | +9.8% |
| 3M | +17.5% | -22.4% | +39.9% | +16.6% |
| 6M | +33.5% | -26.0% | +59.4% | +32.7% |
| YTD | +21.6% | -29.3% | +50.8% | +21.3% |
| All | +26.0% | -37.0% | +63.1% | +24.8% |
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 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