+20.2%
BABA vs TRI
+196.1%
-175.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.5% | +6.0% | +1.1% |
| 7D | -0.2% | -7.1% | +6.9% | +1.5% |
| 30D | -12.3% | -2.3% | -9.9% | -12.1% |
| 3M | -5.3% | +19.6% | -24.9% | -11.1% |
| 6M | -13.1% | -8.7% | -4.4% | -12.3% |
| YTD | -22.4% | -22.3% | -0.2% | -17.5% |
| 1Y | -19.5% | -40.7% | +21.2% | -4.6% |
| 3Y | +32.9% | -17.8% | +50.7% | +31.4% |
| 5Y | -29.9% | -8.5% | -21.4% | -36.0% |
| All | +20.2% | +196.1% | -175.9% | -37.1% |
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