-35.7%
BABA vs GE
+419.5%
-455.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -1.6% |
| 7D | -3.6% | +4.0% | -7.6% | -5.0% |
| 30D | -8.4% | +11.1% | -19.4% | -11.8% |
| 3M | -20.6% | -6.7% | -13.9% | -19.0% |
| 6M | -25.4% | +14.3% | -39.7% | -29.7% |
| YTD | -30.1% | +11.7% | -41.8% | -34.2% |
| 1Y | -36.3% | +10.9% | -47.2% | -40.0% |
| 3Y | +30.4% | +279.0% | -248.6% | -36.2% |
| 5Y | -35.7% | +427.0% | -462.7% | -75.1% |
| All | -35.7% | +419.5% | -455.2% | -75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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