-35.3%
BABA vs SUI
+1.6%
-37.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.2% | -0.2% | +5.0% |
| 7D | +4.3% | +10.0% | -5.7% | +4.9% |
| 30D | -5.0% | +8.4% | -13.4% | -4.4% |
| 3M | -18.4% | +0.7% | -19.0% | -19.0% |
| 6M | -20.3% | -0.9% | -19.3% | -21.1% |
| YTD | -27.5% | +0.6% | -28.2% | -26.5% |
| 1Y | -35.3% | +0.8% | -36.1% | -33.7% |
| All | -35.3% | +1.6% | -37.0% | -33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 1y: compounded portfolio wealth divided by compounded SUI 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…
1y analysis · Full analysis span regression · 6 months rolling