-28.3%
BABA vs TRI
+5.0%
-33.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.7% | +6.0% | +1.9% |
| 7D | +11.6% | -4.8% | +16.4% | +12.2% |
| 30D | +2.3% | +13.4% | -11.1% | +0.4% |
| 3M | -13.7% | +13.1% | -26.8% | -15.7% |
| 6M | -21.9% | +24.4% | -46.3% | -25.4% |
| YTD | -24.6% | -11.4% | -13.2% | -21.0% |
| 1Y | -34.1% | -15.6% | -18.5% | -29.9% |
| 3Y | +36.3% | -6.5% | +42.7% | +27.5% |
| All | -28.3% | +5.0% | -33.3% | -49.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling