+16.7%
BABA vs DRI
+350.3%
-333.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.8% | +1.3% | -0.2% |
| 7D | -0.2% | -1.2% | +1.1% | +0.1% |
| 30D | -12.3% | -0.4% | -11.9% | -12.3% |
| 3M | -5.3% | +9.5% | -14.8% | -7.3% |
| 6M | -13.1% | +6.5% | -19.5% | -14.6% |
| YTD | -22.4% | +18.4% | -40.9% | -25.6% |
| 1Y | -19.5% | +4.2% | -23.7% | -20.8% |
| 3Y | +32.9% | +57.1% | -24.1% | +18.6% |
| 5Y | -29.9% | +70.4% | -100.3% | -39.0% |
| 10Y | +16.7% | +354.0% | -337.3% | -7.2% |
| All | +16.7% | +350.3% | -333.6% | -7.2% |
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