+15.6%
BABA vs SUI
+118.9%
-103.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.5% |
| 7D | +8.6% | +8.8% | -0.2% | +6.4% |
| 30D | -1.1% | +8.9% | -10.0% | -3.2% |
| 3M | -15.9% | +2.0% | -17.9% | -16.4% |
| 6M | -17.5% | -0.6% | -16.9% | -17.7% |
| YTD | -25.6% | +1.3% | -26.9% | -26.3% |
| 1Y | -33.8% | +1.3% | -35.1% | -34.5% |
| 3Y | +34.6% | +16.3% | +18.3% | +26.0% |
| 5Y | -27.7% | -25.1% | -2.6% | -25.6% |
| All | +15.6% | +118.9% | -103.3% | -10.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling