+11.7%
BABA vs TRV
+350.5%
-338.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.9% | -8.0% | -7.2% |
| 7D | -12.7% | +0.1% | -12.8% | -12.7% |
| 30D | -14.9% | +8.0% | -22.9% | -16.0% |
| 3M | -24.6% | +9.3% | -33.9% | -25.9% |
| 6M | -29.3% | +36.2% | -65.6% | -33.5% |
| YTD | -35.0% | +40.6% | -75.6% | -39.3% |
| 1Y | -39.7% | +43.1% | -82.8% | -43.9% |
| 3Y | +21.2% | +149.6% | -128.4% | -1.4% |
| 5Y | -39.9% | +181.6% | -221.5% | -53.1% |
| All | +11.7% | +350.5% | -338.8% | -5.7% |
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