-30.1%
BABA vs UUUU
-32.7%
+2.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +9.8% | -13.5% | -5.3% |
| 7D | +3.8% | -1.1% | +4.9% | +3.8% |
| 30D | -5.4% | -26.6% | +21.2% | -1.0% |
| 3M | -17.9% | -48.3% | +30.4% | -9.7% |
| 6M | -24.1% | -65.8% | +41.7% | -11.4% |
| YTD | -27.4% | -49.7% | +22.3% | -22.7% |
| 1Y | -36.1% | -53.3% | +17.2% | -31.5% |
| 3Y | +35.4% | -7.4% | +42.7% | +15.9% |
| 5Y | -30.1% | -33.4% | +3.3% | -44.1% |
| All | -30.1% | -32.7% | +2.6% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling