+11.7%
BABA vs TRI
+225.1%
-213.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.4% | -7.1% |
| 7D | -12.7% | -7.5% | -5.2% | -11.1% |
| 30D | -14.9% | +3.9% | -18.8% | -16.0% |
| 3M | -24.6% | +7.2% | -31.8% | -26.7% |
| 6M | -29.3% | +27.0% | -56.3% | -35.5% |
| YTD | -35.0% | -14.0% | -21.0% | -33.0% |
| 1Y | -39.7% | -17.7% | -22.0% | -36.9% |
| 3Y | +21.2% | -10.7% | +31.8% | +17.2% |
| 5Y | -39.9% | +0.6% | -40.5% | -46.7% |
| All | +11.7% | +225.1% | -213.4% | -44.8% |
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