-37.5%
BABA vs TROW
+13.0%
-50.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +2.4% | +4.4% | -2.0% | +1.0% |
| 30D | -7.8% | +5.5% | -13.2% | -9.2% |
| 3M | -22.4% | -1.3% | -21.1% | -22.3% |
| 6M | -26.0% | +7.9% | -33.9% | -29.4% |
| YTD | -29.3% | +12.6% | -41.9% | -33.8% |
| 1Y | -37.5% | +13.3% | -50.8% | -41.2% |
| All | -37.5% | +13.0% | -50.5% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1y: compounded portfolio wealth divided by compounded TROW 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…
1y analysis · Full analysis span regression · 6 months rolling