+15.7%
BABA vs UUUU
+399.3%
-383.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -7.8% | +5.3% | -1.5% |
| 7D | +2.4% | -6.9% | +9.3% | +3.1% |
| 30D | -7.8% | -32.3% | +24.6% | -3.4% |
| 3M | -22.4% | -52.8% | +30.5% | -15.3% |
| 6M | -26.0% | -68.5% | +42.5% | -15.6% |
| YTD | -29.3% | -53.6% | +24.4% | -24.6% |
| 1Y | -37.5% | -59.1% | +21.6% | -32.6% |
| 3Y | +31.9% | -14.7% | +46.6% | +21.3% |
| 5Y | -33.4% | -35.4% | +2.0% | -39.7% |
| 10Y | +15.7% | +378.0% | -362.3% | -22.7% |
| All | +15.7% | +399.3% | -383.6% | -22.7% |
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