-35.9%
BABA vs BTI
+16.0%
-51.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.3% | -2.4% | -3.6% |
| 7D | +3.8% | -2.9% | +6.8% | +4.0% |
| 30D | -5.4% | +8.3% | -13.6% | -5.9% |
| 3M | -17.9% | +2.9% | -20.8% | -18.1% |
| 6M | -24.1% | +6.2% | -30.3% | -24.6% |
| YTD | -27.4% | +10.9% | -38.4% | -29.4% |
| All | -35.9% | +16.0% | -51.9% | -36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling