+34.5%
BABA vs URI
+136.1%
-101.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -7.1% | +9.8% | +3.5% |
| 7D | +8.6% | -12.9% | +21.5% | +10.4% |
| 30D | -1.1% | -3.4% | +2.3% | -0.9% |
| 3M | -15.9% | -10.0% | -5.9% | -15.0% |
| 6M | -17.5% | +12.2% | -29.7% | -19.8% |
| YTD | -25.6% | +29.8% | -55.3% | -30.2% |
| 1Y | -33.8% | +24.6% | -58.4% | -37.4% |
| All | +34.5% | +136.1% | -101.6% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling