+17.6%
BABA vs GEN
+158.5%
-140.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.2% | +3.4% | +1.7% |
| 7D | -4.8% | -1.2% | -3.6% | -4.6% |
| 30D | -11.9% | +10.1% | -22.0% | -13.6% |
| 3M | -9.3% | +16.1% | -25.3% | -12.1% |
| 6M | -14.2% | +38.9% | -53.1% | -20.1% |
| YTD | -22.0% | +14.4% | -36.5% | -24.7% |
| 1Y | -12.7% | +5.9% | -18.6% | -14.6% |
| 3Y | +26.7% | +58.8% | -32.1% | +13.4% |
| 5Y | -29.3% | +24.7% | -54.0% | -35.8% |
| All | +17.6% | +158.5% | -140.9% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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