+34.5%
BABA vs SUI
+16.8%
+17.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.6% |
| 7D | +8.6% | +8.8% | -0.2% | +7.7% |
| 30D | -1.1% | +8.9% | -10.0% | -2.0% |
| 3M | -15.9% | +2.0% | -17.9% | -16.2% |
| 6M | -17.5% | -0.6% | -16.9% | -17.7% |
| YTD | -25.6% | +1.3% | -26.9% | -26.0% |
| 1Y | -33.8% | +1.3% | -35.1% | -34.2% |
| All | +34.5% | +16.8% | +17.7% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling