-35.3%
BABA vs URI
+33.3%
-68.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -4.4% | +9.3% | +5.0% |
| 7D | +4.3% | -4.3% | +8.6% | +4.3% |
| 30D | -5.0% | +4.6% | -9.6% | -5.1% |
| 3M | -18.4% | -2.1% | -16.3% | -18.4% |
| 6M | -20.3% | +21.9% | -42.2% | -21.2% |
| YTD | -27.5% | +39.7% | -67.2% | -30.5% |
| 1Y | -35.3% | +32.9% | -68.2% | -38.1% |
| All | -35.3% | +33.3% | -68.6% | -38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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