+11.7%
BABA vs GEN
+147.0%
-135.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -3.1% | -4.0% | -6.5% |
| 7D | -12.7% | -3.0% | -9.7% | -12.2% |
| 30D | -14.9% | +24.7% | -39.6% | -18.4% |
| 3M | -24.6% | +4.1% | -28.8% | -25.7% |
| 6M | -29.3% | +36.0% | -65.4% | -34.0% |
| YTD | -35.0% | +10.9% | -45.9% | -37.2% |
| 1Y | -39.7% | +12.2% | -51.9% | -41.9% |
| 3Y | +21.2% | +63.3% | -42.1% | +7.6% |
| 5Y | -39.9% | +29.0% | -68.9% | -46.1% |
| All | +11.7% | +147.0% | -135.3% | -24.0% |
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