+27.1%
BABA vs LTH
+152.2%
-125.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +1.2% |
| 7D | -4.8% | -0.6% | -4.1% | -4.7% |
| 30D | -11.9% | -4.6% | -7.3% | -11.3% |
| 3M | -9.3% | +32.8% | -42.1% | -13.7% |
| 6M | -14.2% | +64.6% | -78.9% | -21.5% |
| YTD | -22.0% | +62.6% | -84.7% | -28.6% |
| 1Y | -12.7% | +49.9% | -62.7% | -19.1% |
| All | +27.1% | +152.2% | -125.1% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling