+27.5%
BABA vs BNY
+439.3%
-411.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 7D | -0.2% | +1.5% | -1.6% | -0.8% |
| 30D | -12.3% | +3.3% | -15.6% | -13.5% |
| 3M | -5.3% | +15.3% | -20.6% | -10.8% |
| 6M | -13.1% | +42.5% | -55.5% | -24.9% |
| YTD | -22.4% | +42.1% | -64.6% | -33.0% |
| 1Y | -19.5% | +59.4% | -78.9% | -33.6% |
| 3Y | +32.9% | +291.5% | -258.6% | -25.1% |
| 5Y | -29.9% | +252.3% | -282.2% | -59.1% |
| 10Y | +16.7% | +407.5% | -390.8% | -44.7% |
| All | +27.5% | +439.3% | -411.8% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded BNY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling