+16.0%
BABA vs URI
+1,179.9%
-1,164.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.6% | -0.3% | +0.9% |
| 7D | -4.8% | -2.0% | -2.8% | -4.3% |
| 30D | -11.9% | -12.9% | +1.0% | -9.0% |
| 3M | -9.3% | -6.7% | -2.5% | -8.2% |
| 6M | -14.2% | +19.0% | -33.2% | -19.6% |
| YTD | -22.0% | +25.5% | -47.6% | -28.3% |
| 1Y | -12.7% | +5.5% | -18.3% | -16.2% |
| 3Y | +26.7% | +111.3% | -84.7% | -2.5% |
| 5Y | -29.3% | +198.6% | -227.9% | -51.9% |
| All | +16.0% | +1,179.9% | -1,164.0% | -41.5% |
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