-39.8%
BABA vs GEN
+33.3%
-73.1%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.3% |
| 7D | -13.8% | +2.0% | -15.8% | -14.0% |
| 30D | -15.1% | +27.7% | -42.8% | -17.7% |
| 3M | -22.7% | +3.3% | -26.0% | -23.3% |
| 6M | -34.7% | +31.8% | -66.5% | -37.5% |
| YTD | -35.0% | +13.5% | -48.5% | -36.8% |
| 1Y | -40.4% | +16.0% | -56.5% | -42.3% |
| 3Y | +21.9% | +70.6% | -48.7% | +13.5% |
| All | -39.8% | +33.3% | -73.1% | -54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling