-35.3%
BABA vs TRI
-22.4%
-12.9%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +6.4% | -1.5% | +5.1% |
| 7D | +4.3% | +1.0% | +3.3% | +4.3% |
| 30D | -5.0% | +20.8% | -25.7% | -4.0% |
| 3M | -18.4% | +8.1% | -26.5% | -17.9% |
| 6M | -20.3% | +24.2% | -44.4% | -18.7% |
| YTD | -27.5% | -7.8% | -19.7% | -32.0% |
| 1Y | -35.3% | -16.7% | -18.7% | -43.3% |
| All | -35.3% | -22.4% | -12.9% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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