-35.7%
BABA vs SU
+222.7%
-258.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.6% |
| 7D | -3.6% | -4.3% | +0.7% | -2.7% |
| 30D | -8.4% | -6.2% | -2.2% | -7.4% |
| 3M | -20.6% | +9.7% | -30.3% | -23.0% |
| 6M | -25.4% | +7.3% | -32.7% | -27.6% |
| YTD | -30.1% | +58.7% | -88.8% | -40.2% |
| 1Y | -36.3% | +59.7% | -96.0% | -45.6% |
| 3Y | +30.4% | +129.2% | -98.9% | -1.8% |
| 5Y | -35.7% | +223.7% | -259.4% | -59.4% |
| All | -35.7% | +222.7% | -258.4% | -59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling