+11.7%
BABA vs DRI
+330.2%
-318.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -7.0% |
| 7D | -12.7% | -0.3% | -12.3% | -12.6% |
| 30D | -14.9% | +10.8% | -25.7% | -16.6% |
| 3M | -24.6% | +0.9% | -25.6% | -24.9% |
| 6M | -29.3% | +16.3% | -45.7% | -31.8% |
| YTD | -35.0% | +27.8% | -62.8% | -38.7% |
| 1Y | -39.7% | +33.9% | -73.5% | -43.7% |
| 3Y | +21.2% | +67.2% | -46.0% | +6.6% |
| 5Y | -39.9% | +79.0% | -118.9% | -48.3% |
| All | +11.7% | +330.2% | -318.5% | -10.3% |
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