-36.3%
BABA vs BTI
+15.3%
-51.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.5% | -1.2% |
| 7D | -3.6% | -3.0% | -0.5% | -3.3% |
| 30D | -8.4% | +9.8% | -18.1% | -9.0% |
| 3M | -20.6% | +9.2% | -29.8% | -21.1% |
| 6M | -25.4% | +4.0% | -29.4% | -25.4% |
| YTD | -30.1% | +12.7% | -42.8% | -32.2% |
| 1Y | -36.3% | +15.9% | -52.2% | -37.6% |
| All | -36.3% | +15.3% | -51.6% | -37.6% |
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