+14.4%
BABA vs EQT
+52.9%
-38.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.8% |
| 7D | -2.9% | -1.2% | -1.7% | -2.8% |
| 30D | -15.1% | +1.1% | -16.2% | -15.2% |
| 3M | -5.0% | +4.8% | -9.8% | -5.7% |
| 6M | -19.9% | -10.6% | -9.4% | -19.0% |
| YTD | -25.3% | +3.4% | -28.7% | -25.9% |
| 1Y | -23.9% | +8.7% | -32.6% | -25.1% |
| 3Y | +28.1% | +35.0% | -6.9% | +20.9% |
| 5Y | -31.4% | +204.2% | -235.6% | -41.9% |
| All | +14.4% | +52.9% | -38.4% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded EQT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling