+17.1%
BABA vs SUI
+115.7%
-98.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.7% | +1.6% |
| 7D | +11.6% | +6.2% | +5.4% | +10.1% |
| 30D | +2.3% | +8.6% | -6.3% | +0.2% |
| 3M | -13.7% | +1.0% | -14.7% | -14.0% |
| 6M | -21.9% | -2.6% | -19.3% | -21.7% |
| YTD | -24.6% | -0.1% | -24.5% | -25.1% |
| 1Y | -34.1% | +0.5% | -34.6% | -34.7% |
| 3Y | +36.3% | +15.3% | +21.0% | +27.7% |
| 5Y | -26.7% | -26.1% | -0.6% | -24.4% |
| All | +17.1% | +115.7% | -98.7% | -9.4% |
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