-19.5%
BABA vs SRE
+8.0%
-27.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.8% |
| 7D | -0.2% | +1.4% | -1.6% | -0.4% |
| 30D | -12.3% | +1.9% | -14.2% | -12.1% |
| 3M | -5.3% | -3.3% | -2.0% | -5.2% |
| 6M | -13.1% | -6.4% | -6.6% | -13.0% |
| YTD | -22.4% | -1.8% | -20.6% | -24.3% |
| 1Y | -19.5% | +10.7% | -30.2% | -18.5% |
| All | -19.5% | +8.0% | -27.5% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SRE 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling