+17.1%
BABA vs DRI
+367.2%
-350.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.5% |
| 7D | +11.6% | +2.8% | +8.8% | +11.1% |
| 30D | +2.3% | +13.3% | -11.0% | -0.1% |
| 3M | -13.7% | +8.2% | -21.9% | -15.2% |
| 6M | -21.9% | +17.5% | -39.5% | -24.8% |
| YTD | -24.6% | +26.9% | -51.6% | -28.7% |
| 1Y | -34.1% | +31.6% | -65.7% | -38.2% |
| 3Y | +36.3% | +67.0% | -30.7% | +20.2% |
| 5Y | -26.7% | +72.9% | -99.6% | -36.6% |
| All | +17.1% | +367.2% | -350.1% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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