+32.9%
BABA vs SU
+117.9%
-84.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.6% |
| 7D | -0.2% | -1.0% | +0.8% | 0.0% |
| 30D | -12.3% | +13.7% | -26.0% | -14.3% |
| 3M | -5.3% | +8.0% | -13.3% | -7.0% |
| 6M | -13.1% | +21.0% | -34.1% | -17.9% |
| YTD | -22.4% | +56.2% | -78.7% | -31.8% |
| 1Y | -19.5% | +72.2% | -91.7% | -31.2% |
| 3Y | +32.9% | +118.1% | -85.1% | +6.9% |
| All | +32.9% | +117.9% | -84.9% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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