+17.1%
BABA vs URI
+1,374.0%
-1,356.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.1% | +1.0% |
| 7D | +11.6% | -9.8% | +21.4% | +14.2% |
| 30D | +2.3% | +1.7% | +0.5% | +1.5% |
| 3M | -13.7% | -9.1% | -4.6% | -12.2% |
| 6M | -21.9% | +9.9% | -31.8% | -24.8% |
| YTD | -24.6% | +31.2% | -55.9% | -31.8% |
| 1Y | -34.1% | +25.9% | -60.0% | -39.7% |
| 3Y | +36.3% | +147.4% | -111.1% | +0.2% |
| 5Y | -26.7% | +179.7% | -206.5% | -49.5% |
| All | +17.1% | +1,374.0% | -1,356.9% | -35.1% |
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