+14.9%
BABA vs SU
+165.9%
-151.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.5% |
| 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% | -22.6% |
| 6M | -25.4% | +7.3% | -32.7% | -27.2% |
| YTD | -30.1% | +58.7% | -88.8% | -38.1% |
| 1Y | -36.3% | +59.7% | -96.0% | -43.7% |
| 3Y | +30.4% | +129.2% | -98.9% | +5.0% |
| 5Y | -35.7% | +223.7% | -259.4% | -52.8% |
| 10Y | +16.0% | +235.9% | -219.9% | -18.4% |
| All | +14.9% | +165.9% | -151.0% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling