+6.8%
BABA vs EQT
+11.6%
-4.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.4% | -7.0% |
| 7D | -12.7% | +3.4% | -16.1% | -13.1% |
| 30D | -14.9% | -3.5% | -11.4% | -14.6% |
| 3M | -24.6% | -2.8% | -21.8% | -24.5% |
| 6M | -29.3% | -5.5% | -23.8% | -29.1% |
| YTD | -35.0% | -1.1% | -33.9% | -35.3% |
| 1Y | -39.7% | -12.9% | -26.8% | -39.0% |
| 3Y | +21.2% | +39.5% | -18.3% | +13.8% |
| 5Y | -39.9% | +164.1% | -204.0% | -48.5% |
| 10Y | +7.8% | +60.8% | -53.0% | -7.8% |
| All | +6.8% | +11.6% | -4.8% | -3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling