-19.5%
BABA vs TRI
-41.0%
+21.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.5% | +6.0% | -0.7% |
| 7D | -0.2% | -7.1% | +6.9% | -0.4% |
| 30D | -12.3% | -2.3% | -9.9% | -12.3% |
| 3M | -5.3% | +19.6% | -24.9% | -4.1% |
| 6M | -13.1% | -8.7% | -4.4% | -12.4% |
| YTD | -22.4% | -22.3% | -0.2% | -22.6% |
| 1Y | -19.5% | -40.7% | +21.2% | -11.9% |
| All | -19.5% | -41.0% | +21.6% | -11.9% |
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