+16.7%
BABA vs TRV
+288.8%
-272.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.0% |
| 7D | -2.2% | +0.2% | -2.3% | -2.2% |
| 30D | -17.3% | -2.3% | -15.0% | -17.0% |
| 3M | -7.8% | +22.7% | -30.5% | -11.5% |
| 6M | -16.8% | +21.9% | -38.7% | -20.1% |
| YTD | -24.7% | +27.5% | -52.1% | -28.4% |
| 1Y | -24.9% | +36.2% | -61.2% | -29.7% |
| 3Y | +29.1% | +140.6% | -111.5% | +5.2% |
| 5Y | -30.5% | +154.5% | -185.0% | -44.8% |
| 10Y | +16.7% | +295.4% | -278.7% | -15.1% |
| All | +16.7% | +288.8% | -272.1% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded TRV 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling