+16.3%
BABA vs TRI
+283.6%
-267.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.6% |
| 7D | +2.4% | -1.6% | +4.0% | +2.8% |
| 30D | -7.8% | +5.0% | -12.8% | -9.4% |
| 3M | -22.4% | +4.6% | -26.9% | -24.2% |
| 6M | -26.0% | +18.3% | -44.3% | -31.6% |
| YTD | -29.3% | -14.7% | -14.6% | -27.2% |
| 1Y | -37.5% | -16.7% | -20.8% | -35.2% |
| 3Y | +31.9% | -11.3% | +43.2% | +27.3% |
| 5Y | -33.4% | -0.6% | -32.9% | -40.8% |
| 10Y | +15.7% | +220.2% | -204.5% | -44.9% |
| All | +16.3% | +283.6% | -267.4% | -52.8% |
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