+16.7%
BABA vs SPXU
-99.5%
+116.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | 0.0% |
| 7D | -0.2% | -1.5% | +1.3% | -0.6% |
| 30D | -12.3% | +3.7% | -16.0% | -11.3% |
| 3M | -5.3% | -9.6% | +4.3% | -7.8% |
| 6M | -13.1% | -32.4% | +19.3% | -21.8% |
| YTD | -22.4% | -28.7% | +6.3% | -28.6% |
| 1Y | -19.5% | -38.2% | +18.7% | -28.5% |
| 3Y | +32.9% | -80.4% | +113.4% | -11.1% |
| 5Y | -29.9% | -86.0% | +56.2% | -50.8% |
| 10Y | +16.7% | -99.5% | +116.2% | -62.9% |
| All | +16.7% | -99.5% | +116.2% | -62.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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