+15.8%
BABA vs URI
+1,313.6%
-1,297.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +6.9% | -10.6% | -5.4% |
| 7D | +3.8% | -4.0% | +7.8% | +4.5% |
| 30D | -5.4% | +6.8% | -12.2% | -7.4% |
| 3M | -17.9% | -2.8% | -15.1% | -17.9% |
| 6M | -24.1% | +20.9% | -44.9% | -28.8% |
| YTD | -27.4% | +40.2% | -67.7% | -35.7% |
| 1Y | -36.1% | +34.1% | -70.2% | -42.7% |
| 3Y | +35.4% | +164.1% | -128.8% | -3.3% |
| 5Y | -30.1% | +199.3% | -229.4% | -53.3% |
| 10Y | +15.8% | +1,218.8% | -1,203.0% | -39.1% |
| All | +15.8% | +1,313.6% | -1,297.8% | -39.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling