+27.1%
BABA vs U
+13.4%
+13.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.3% | +1.4% |
| 7D | -4.8% | -3.8% | -1.0% | -4.2% |
| 30D | -11.9% | +17.5% | -29.3% | -14.3% |
| 3M | -9.3% | +38.7% | -48.0% | -14.3% |
| 6M | -14.2% | +104.4% | -118.7% | -24.3% |
| YTD | -22.0% | -5.7% | -16.4% | -23.2% |
| 1Y | -12.7% | +3.7% | -16.4% | -16.0% |
| All | +27.1% | +13.4% | +13.7% | +13.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling