+15.8%
BABA vs BTI
+114.6%
-98.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -3.4% |
| 7D | +3.8% | -2.9% | +6.8% | +4.7% |
| 30D | -5.4% | +8.3% | -13.6% | -7.5% |
| 3M | -17.9% | +2.9% | -20.8% | -18.7% |
| 6M | -24.1% | +6.2% | -30.3% | -25.9% |
| YTD | -27.4% | +10.9% | -38.4% | -30.2% |
| 1Y | -36.1% | +16.6% | -52.6% | -39.5% |
| 3Y | +35.4% | +142.2% | -106.9% | +0.8% |
| 5Y | -30.1% | +151.3% | -181.4% | -48.3% |
| 10Y | +15.8% | +113.9% | -98.0% | -20.1% |
| All | +15.8% | +114.6% | -98.7% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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