-19.5%
BABA vs TRV
+34.9%
-54.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.7% |
| 7D | -0.2% | +0.5% | -0.6% | -0.1% |
| 30D | -12.3% | -4.9% | -7.4% | -13.2% |
| 3M | -5.3% | +23.7% | -29.1% | -3.1% |
| 6M | -13.1% | +20.3% | -33.4% | -11.0% |
| YTD | -22.4% | +27.1% | -49.5% | -21.2% |
| 1Y | -19.5% | +35.3% | -54.8% | -17.3% |
| All | -19.5% | +34.9% | -54.3% | -17.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling