+15.7%
BABA vs TRMB
+96.4%
-80.7%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.7% | -2.6% |
| 7D | +2.4% | -16.6% | +18.9% | +8.3% |
| 30D | -7.8% | -8.9% | +1.1% | -5.9% |
| 3M | -22.4% | -6.3% | -16.1% | -21.8% |
| 6M | -26.0% | -10.0% | -16.0% | -24.7% |
| YTD | -29.3% | -30.1% | +0.8% | -21.0% |
| 1Y | -37.5% | -31.3% | -6.2% | -29.9% |
| 3Y | +31.9% | +30.8% | +1.1% | +8.5% |
| 5Y | -33.4% | -35.9% | +2.5% | -27.5% |
| 10Y | +15.7% | +101.7% | -86.0% | -10.6% |
| All | +15.7% | +96.4% | -80.7% | -10.6% |
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