+20.2%
BABA vs TRV
+287.6%
-267.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -0.2% | +0.5% | -0.6% | -0.3% |
| 30D | -12.3% | -4.9% | -7.4% | -11.5% |
| 3M | -5.3% | +23.7% | -29.1% | -9.3% |
| 6M | -13.1% | +20.3% | -33.4% | -16.4% |
| YTD | -22.4% | +27.1% | -49.5% | -26.3% |
| 1Y | -19.5% | +35.3% | -54.8% | -24.5% |
| 3Y | +32.9% | +139.8% | -106.9% | +8.4% |
| 5Y | -29.9% | +153.9% | -183.7% | -44.3% |
| All | +20.2% | +287.6% | -267.4% | -12.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling