-35.3%
BABA vs LTH
+84.0%
-119.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.3% | -1.4% | +4.4% |
| 7D | +4.3% | +9.9% | -5.6% | +3.6% |
| 30D | -5.0% | +18.3% | -23.3% | -6.1% |
| 3M | -18.4% | +5.9% | -24.3% | -18.5% |
| 6M | -20.3% | +80.3% | -100.6% | -26.4% |
| YTD | -27.5% | +78.3% | -105.8% | -32.4% |
| 1Y | -35.3% | +81.0% | -116.3% | -39.1% |
| All | -35.3% | +84.0% | -119.4% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 1y: compounded portfolio wealth divided by compounded LTH 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…
1y analysis · Full analysis span regression · 6 months rolling