+21.9%
BABA vs SU
+132.3%
-110.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.1% |
| 7D | -13.8% | +1.7% | -15.5% | -14.0% |
| 30D | -15.1% | -7.9% | -7.2% | -14.3% |
| 3M | -22.7% | +7.5% | -30.3% | -24.3% |
| 6M | -34.7% | +7.2% | -41.9% | -36.3% |
| YTD | -35.0% | +60.9% | -95.9% | -44.6% |
| 1Y | -40.4% | +63.6% | -104.1% | -49.5% |
| 3Y | +21.9% | +128.9% | -107.0% | -9.3% |
| All | +21.9% | +132.3% | -110.4% | -9.3% |
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