-30.1%
BABA vs GEN
+27.3%
-57.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | 0.0% | -3.8% | -3.7% |
| 7D | +3.8% | -0.3% | +4.1% | +3.9% |
| 30D | -5.4% | +28.2% | -33.6% | -8.4% |
| 3M | -17.9% | +2.6% | -20.5% | -18.5% |
| 6M | -24.1% | +32.7% | -56.7% | -27.5% |
| YTD | -27.4% | +11.3% | -38.7% | -29.3% |
| 1Y | -36.1% | +17.9% | -54.0% | -38.3% |
| 3Y | +35.4% | +66.3% | -31.0% | +26.4% |
| 5Y | -30.1% | +31.7% | -61.8% | -46.4% |
| All | -30.1% | +27.3% | -57.4% | -46.4% |
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 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