-12.7%
BABA vs TER
+203.7%
-216.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.4% | -4.2% | +0.7% |
| 7D | -4.8% | +0.6% | -5.3% | -4.8% |
| 30D | -11.9% | -8.3% | -3.6% | -11.3% |
| 3M | -9.3% | -12.2% | +3.0% | -9.5% |
| 6M | -14.2% | +17.0% | -31.3% | -19.7% |
| YTD | -22.0% | +84.6% | -106.6% | -32.3% |
| 1Y | -12.7% | +199.8% | -212.5% | -22.4% |
| All | -12.7% | +203.7% | -216.4% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 TER 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