-29.9%
BABA vs SU
+343.5%
-373.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -0.7% |
| 7D | -0.2% | -1.0% | +0.8% | +0.1% |
| 30D | -12.3% | +13.7% | -26.0% | -15.1% |
| 3M | -5.3% | +8.0% | -13.3% | -7.5% |
| 6M | -13.1% | +21.0% | -34.1% | -18.5% |
| YTD | -22.4% | +56.2% | -78.7% | -32.6% |
| 1Y | -19.5% | +72.2% | -91.7% | -32.1% |
| 3Y | +32.9% | +118.1% | -85.1% | +3.0% |
| 5Y | -29.9% | +350.3% | -380.2% | -57.4% |
| All | -29.9% | +343.5% | -373.4% | -57.4% |
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