+16.7%
BABA vs UUUU
+524.5%
-507.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.8% |
| 7D | -2.2% | +1.8% | -4.0% | -2.4% |
| 30D | -17.3% | +1.8% | -19.1% | -17.8% |
| 3M | -7.8% | +1.3% | -9.0% | -8.6% |
| 6M | -16.8% | -26.8% | +10.0% | -14.7% |
| YTD | -24.7% | +0.1% | -24.7% | -26.7% |
| 1Y | -24.9% | +11.2% | -36.2% | -29.4% |
| 3Y | +29.1% | +97.7% | -68.6% | +7.4% |
| 5Y | -30.5% | +127.3% | -157.9% | -45.2% |
| 10Y | +16.7% | +532.6% | -515.9% | -26.1% |
| All | +16.7% | +524.5% | -507.8% | -26.1% |
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