+28.2%
BABA vs GEN
+236.2%
-208.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.8% |
| 3M | -9.3% | +16.1% | -25.3% | -12.4% |
| 6M | -14.2% | +38.9% | -53.1% | -20.7% |
| YTD | -22.0% | +14.4% | -36.5% | -25.0% |
| 1Y | -12.7% | +5.9% | -18.6% | -14.8% |
| 3Y | +26.7% | +58.8% | -32.1% | +11.9% |
| 5Y | -29.3% | +24.7% | -54.0% | -36.3% |
| 10Y | +21.2% | +163.1% | -141.8% | -20.4% |
| All | +28.2% | +236.2% | -208.0% | -26.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling