+15.3%
BABA vs SIRI
-12.1%
+27.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.7% |
| 7D | -2.2% | -3.9% | +1.8% | -1.4% |
| 30D | -17.3% | -0.8% | -16.5% | -17.3% |
| 3M | -7.8% | +4.3% | -12.1% | -8.9% |
| 6M | -16.8% | +34.1% | -50.8% | -22.2% |
| YTD | -24.7% | +47.3% | -72.0% | -31.3% |
| 1Y | -24.9% | +22.9% | -47.9% | -29.1% |
| 3Y | +29.1% | -24.6% | +53.7% | +29.8% |
| 5Y | -30.5% | -43.2% | +12.7% | -28.2% |
| All | +15.3% | -12.1% | +27.4% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling