+11.7%
BABA vs UUUU
+370.7%
-359.0%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.4% | +0.2% |
| 7D | -13.8% | -1.1% | -12.7% | -13.8% |
| 30D | -15.1% | -21.0% | +5.9% | -12.8% |
| 3M | -22.7% | -54.8% | +32.1% | -15.2% |
| 6M | -34.7% | -67.3% | +32.7% | -25.8% |
| YTD | -35.0% | -54.7% | +19.7% | -30.5% |
| 1Y | -40.4% | -57.4% | +17.0% | -36.0% |
| 3Y | +21.9% | -19.6% | +41.6% | +13.0% |
| 5Y | -39.9% | -40.0% | +0.2% | -45.1% |
| All | +11.7% | +370.7% | -359.0% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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