-36.3%
BABA vs U
+17.1%
-53.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.0% |
| 7D | -3.6% | +16.9% | -20.5% | -5.7% |
| 30D | -8.4% | +6.4% | -14.7% | -9.4% |
| 3M | -20.6% | +13.2% | -33.8% | -22.3% |
| 6M | -25.4% | +84.8% | -110.2% | -32.1% |
| YTD | -30.1% | +12.4% | -42.5% | -30.8% |
| 1Y | -36.3% | +19.8% | -56.1% | -37.8% |
| All | -36.3% | +17.1% | -53.4% | -37.8% |
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