+27.1%
BABA vs TRMB
+8.5%
+18.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.5% |
| 7D | -4.8% | -2.5% | -2.2% | -4.2% |
| 30D | -11.9% | +1.5% | -13.4% | -12.3% |
| 3M | -9.3% | +6.8% | -16.0% | -10.9% |
| 6M | -14.2% | -14.9% | +0.7% | -11.3% |
| YTD | -22.0% | -24.1% | +2.1% | -17.2% |
| 1Y | -12.7% | -25.4% | +12.7% | -7.1% |
| All | +27.1% | +8.5% | +18.6% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling