+6.8%
BABA vs EQT
+12.5%
-5.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.8% | -0.1% |
| 7D | -13.8% | +6.9% | -20.7% | -14.5% |
| 30D | -15.1% | +0.4% | -15.5% | -15.2% |
| 3M | -22.7% | -2.0% | -20.7% | -22.7% |
| 6M | -34.7% | -5.0% | -29.7% | -34.5% |
| YTD | -35.0% | -0.3% | -34.7% | -35.4% |
| 1Y | -40.4% | -11.3% | -29.1% | -39.9% |
| 3Y | +21.9% | +38.3% | -16.4% | +14.7% |
| 5Y | -39.9% | +166.4% | -206.2% | -48.5% |
| 10Y | +7.9% | +62.2% | -54.3% | -7.9% |
| All | +6.8% | +12.5% | -5.7% | -3.5% |
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