+28.2%
BABA vs TRI
+274.0%
-245.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.4% | +6.7% | +2.8% |
| 7D | -4.8% | -0.5% | -4.2% | -4.8% |
| 30D | -11.9% | +7.9% | -19.8% | -14.2% |
| 3M | -9.3% | +24.1% | -33.3% | -16.2% |
| 6M | -14.2% | +3.8% | -18.1% | -17.2% |
| YTD | -22.0% | -16.9% | -5.2% | -18.5% |
| 1Y | -12.7% | -38.4% | +25.7% | +3.4% |
| 3Y | +26.7% | -12.2% | +38.9% | +22.9% |
| 5Y | -29.3% | -1.8% | -27.5% | -36.7% |
| 10Y | +21.2% | +207.6% | -186.4% | -40.8% |
| All | +28.2% | +274.0% | -245.8% | -47.2% |
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