-31.3%
BABA vs SUI
-32.0%
+0.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | -4.8% | -2.8% | -1.9% | -4.0% |
| 30D | -11.9% | -1.2% | -10.7% | -11.6% |
| 3M | -9.3% | -1.7% | -7.5% | -9.1% |
| 6M | -14.2% | -10.5% | -3.8% | -11.7% |
| YTD | -22.0% | -1.8% | -20.2% | -22.2% |
| 1Y | -12.7% | -4.1% | -8.6% | -12.4% |
| 3Y | +26.7% | +11.3% | +15.4% | +16.2% |
| All | -31.3% | -32.0% | +0.7% | -31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling