-39.7%
BABA vs LTH
+77.7%
-117.4%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -4.2% | -2.9% | -6.6% |
| 7D | -12.7% | -4.6% | -8.1% | -12.2% |
| 30D | -14.9% | +14.8% | -29.7% | -15.8% |
| 3M | -24.6% | +3.9% | -28.6% | -24.7% |
| 6M | -29.3% | +35.5% | -64.8% | -32.4% |
| YTD | -35.0% | +71.3% | -106.4% | -39.9% |
| 1Y | -39.7% | +75.7% | -115.4% | -43.7% |
| All | -39.7% | +77.7% | -117.4% | -43.7% |
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