-12.7%
BABA vs URA
+17.2%
-30.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.5% | +1.1% |
| 7D | -4.8% | +1.1% | -5.8% | -5.0% |
| 30D | -11.9% | +7.4% | -19.3% | -13.8% |
| 3M | -9.3% | -8.4% | -0.9% | -7.5% |
| 6M | -14.2% | -12.7% | -1.5% | -12.1% |
| YTD | -22.0% | +7.8% | -29.8% | -23.1% |
| 1Y | -12.7% | +19.5% | -32.2% | -9.8% |
| All | -12.7% | +17.2% | -30.0% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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