+23.9%
BABA vs TRI
+298.4%
-274.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -4.7% | +6.0% | +2.5% |
| 7D | +11.6% | -4.8% | +16.4% | +12.9% |
| 30D | +2.3% | +13.4% | -11.1% | -1.6% |
| 3M | -13.7% | +13.1% | -26.8% | -17.6% |
| 6M | -21.9% | +24.4% | -46.3% | -28.9% |
| YTD | -24.6% | -11.4% | -13.2% | -23.2% |
| 1Y | -34.1% | -15.6% | -18.5% | -31.6% |
| 3Y | +36.3% | -6.5% | +42.7% | +29.1% |
| 5Y | -26.7% | +5.3% | -32.0% | -36.1% |
| 10Y | +19.2% | +239.9% | -220.7% | -44.5% |
| All | +23.9% | +298.4% | -274.5% | -50.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling