+34.5%
BABA vs GEN
+84.3%
-49.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.6% | +2.8% |
| 7D | +8.6% | +8.5% | +0.1% | +7.4% |
| 30D | -1.1% | +34.2% | -35.3% | -5.2% |
| 3M | -15.9% | +10.0% | -25.9% | -17.4% |
| 6M | -17.5% | +56.8% | -74.3% | -24.2% |
| YTD | -25.6% | +14.2% | -39.8% | -28.0% |
| 1Y | -33.8% | +20.8% | -54.6% | -36.7% |
| All | +34.5% | +84.3% | -49.7% | +29.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling