+22.3%
BABA vs GEN
+235.6%
-213.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.9% | +3.6% | +2.8% |
| 7D | +8.6% | +8.5% | +0.1% | +6.8% |
| 30D | -1.1% | +34.2% | -35.3% | -7.0% |
| 3M | -15.9% | +10.0% | -25.9% | -18.2% |
| 6M | -17.5% | +56.8% | -74.3% | -26.0% |
| YTD | -25.6% | +14.2% | -39.8% | -28.8% |
| 1Y | -33.8% | +20.8% | -54.6% | -37.6% |
| 3Y | +34.6% | +84.1% | -49.4% | +14.5% |
| 5Y | -27.7% | +37.1% | -64.7% | -36.7% |
| 10Y | +17.7% | +171.5% | -153.8% | -24.0% |
| All | +22.3% | +235.6% | -213.3% | -30.5% |
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 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