-34.1%
BABA vs URA
-31.4%
-2.7%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.4% | -3.1% | +0.3% |
| 7D | +11.6% | -4.1% | +15.8% | +12.6% |
| 30D | +2.3% | -19.0% | +21.3% | +7.4% |
| 3M | -13.7% | -25.1% | +11.4% | -8.4% |
| 6M | -21.9% | -44.5% | +22.6% | -9.2% |
| YTD | -24.6% | -24.3% | -0.3% | -20.5% |
| 1Y | -34.1% | -28.1% | -6.0% | -30.3% |
| All | -34.1% | -31.4% | -2.7% | -30.3% |
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