+17.1%
BABA vs TRMB
+105.7%
-88.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.9% | +0.4% | +1.0% |
| 7D | +11.6% | -16.7% | +28.3% | +18.1% |
| 30D | +2.3% | -9.9% | +12.2% | +4.9% |
| 3M | -13.7% | -7.6% | -6.1% | -12.6% |
| 6M | -21.9% | -14.7% | -7.2% | -18.9% |
| YTD | -24.6% | -30.9% | +6.3% | -15.4% |
| 1Y | -34.1% | -31.3% | -2.7% | -26.1% |
| 3Y | +36.3% | +29.4% | +6.8% | +12.6% |
| 5Y | -26.7% | -37.4% | +10.6% | -19.6% |
| All | +17.1% | +105.7% | -88.7% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 10y: compounded portfolio wealth divided by compounded TRMB 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…
10y analysis · Full analysis span regression · 6 months rolling