+16.3%
BABA vs GNRC
+325.7%
-309.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.7% | +1.2% | -1.6% |
| 7D | +2.4% | -13.1% | +15.5% | +5.3% |
| 30D | -7.8% | -19.2% | +11.4% | -3.7% |
| 3M | -22.4% | -11.8% | -10.6% | -21.3% |
| 6M | -26.0% | -32.5% | +6.5% | -20.8% |
| YTD | -29.3% | +33.3% | -62.6% | -37.6% |
| 1Y | -37.5% | +16.0% | -53.6% | -43.1% |
| 3Y | +31.9% | +75.5% | -43.6% | +3.4% |
| 5Y | -33.4% | -58.7% | +25.3% | -27.6% |
| 10Y | +15.7% | +351.2% | -335.5% | -37.1% |
| All | +16.3% | +325.7% | -309.5% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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