+16.7%
BABA vs TRI
+190.6%
-173.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.0% | -2.4% |
| 7D | -2.2% | -8.4% | +6.2% | -0.1% |
| 30D | -17.3% | -6.5% | -10.9% | -16.2% |
| 3M | -7.8% | +18.6% | -26.3% | -13.2% |
| 6M | -16.8% | -10.4% | -6.3% | -15.6% |
| YTD | -24.7% | -23.7% | -1.0% | -19.5% |
| 1Y | -24.9% | -42.5% | +17.5% | -10.2% |
| 3Y | +29.1% | -19.3% | +48.4% | +28.2% |
| 5Y | -30.5% | -9.7% | -20.9% | -36.5% |
| 10Y | +16.7% | +194.4% | -177.7% | -38.6% |
| All | +16.7% | +190.6% | -173.9% | -38.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling