-29.9%
BABA vs EQT
+185.3%
-215.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.2% | -0.8% | +0.7% | 0.0% |
| 30D | -12.3% | +6.6% | -18.9% | -13.2% |
| 3M | -5.3% | +4.4% | -9.7% | -6.1% |
| 6M | -13.1% | -10.5% | -2.6% | -11.7% |
| YTD | -22.4% | +3.7% | -26.2% | -23.4% |
| 1Y | -19.5% | +9.9% | -29.3% | -21.4% |
| 3Y | +32.9% | +35.4% | -2.4% | +22.1% |
| 5Y | -29.9% | +189.2% | -219.1% | -45.0% |
| All | -29.9% | +185.3% | -215.2% | -45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling