+15.3%
BABA vs EQT
+51.9%
-36.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.8% |
| 7D | -2.2% | -2.0% | -0.1% | -1.9% |
| 30D | -17.3% | +1.0% | -18.3% | -17.4% |
| 3M | -7.8% | +4.0% | -11.8% | -8.4% |
| 6M | -16.8% | -11.7% | -5.1% | -15.7% |
| YTD | -24.7% | +2.8% | -27.5% | -25.3% |
| 1Y | -24.9% | +10.0% | -34.9% | -26.2% |
| 3Y | +29.1% | +34.1% | -5.1% | +22.0% |
| 5Y | -30.5% | +195.3% | -225.8% | -41.0% |
| All | +15.3% | +51.9% | -36.6% | 0.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling