-35.3%
BABA vs U
+17.5%
-52.8%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.9% | 0.0% | +4.3% |
| 7D | +4.3% | +7.5% | -3.2% | +3.4% |
| 30D | -5.0% | -7.0% | +2.1% | -4.3% |
| 3M | -18.4% | +20.6% | -38.9% | -20.6% |
| 6M | -20.3% | +53.2% | -73.4% | -25.1% |
| YTD | -27.5% | -3.9% | -23.6% | -28.3% |
| 1Y | -35.3% | +18.4% | -53.7% | -37.4% |
| All | -35.3% | +17.5% | -52.8% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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