+15.8%
BABA vs TRI
+225.4%
-209.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -3.8% | +0.1% | -2.8% |
| 7D | +3.8% | -11.4% | +15.2% | +6.6% |
| 30D | -5.4% | +4.9% | -10.3% | -6.9% |
| 3M | -17.9% | +7.0% | -25.0% | -20.2% |
| 6M | -24.1% | +18.2% | -42.2% | -29.2% |
| YTD | -27.4% | -14.8% | -12.7% | -25.0% |
| 1Y | -36.1% | -18.0% | -18.1% | -33.1% |
| 3Y | +35.4% | -12.0% | +47.3% | +31.6% |
| 5Y | -30.1% | -0.8% | -29.3% | -37.7% |
| 10Y | +15.8% | +220.1% | -204.3% | -44.0% |
| All | +15.8% | +225.4% | -209.6% | -44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling