+32.9%
BABA vs UUUU
+99.2%
-66.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.6% |
| 7D | -0.2% | +2.8% | -3.0% | -0.5% |
| 30D | -12.3% | +3.4% | -15.7% | -12.9% |
| 3M | -5.3% | -3.9% | -1.4% | -5.6% |
| 6M | -13.1% | -23.2% | +10.1% | -11.6% |
| YTD | -22.4% | +0.6% | -23.0% | -24.0% |
| 1Y | -19.5% | +22.9% | -42.3% | -24.4% |
| 3Y | +32.9% | +98.6% | -65.7% | +9.8% |
| All | +32.9% | +99.2% | -66.2% | +9.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling