+32.9%
BABA vs NTR
+42.0%
-9.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.5% | -2.0% | -0.8% |
| 7D | -0.2% | +3.8% | -4.0% | -1.0% |
| 30D | -12.3% | +25.2% | -37.5% | -16.5% |
| 3M | -5.3% | +21.0% | -26.3% | -9.5% |
| 6M | -13.1% | +7.6% | -20.7% | -15.3% |
| YTD | -22.4% | +32.9% | -55.3% | -29.7% |
| 1Y | -19.5% | +43.1% | -62.5% | -29.1% |
| 3Y | +32.9% | +41.6% | -8.6% | +10.3% |
| All | +32.9% | +42.0% | -9.0% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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