-29.9%
BABA vs UUUU
+118.2%
-148.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.0% | -1.5% | -0.7% |
| 7D | -0.2% | +2.8% | -3.0% | -0.6% |
| 30D | -12.3% | +3.4% | -15.7% | -13.2% |
| 3M | -5.3% | -3.9% | -1.4% | -5.7% |
| 6M | -13.1% | -23.2% | +10.1% | -11.1% |
| YTD | -22.4% | +0.6% | -23.0% | -25.5% |
| 1Y | -19.5% | +22.9% | -42.3% | -27.7% |
| 3Y | +32.9% | +98.6% | -65.7% | +1.4% |
| 5Y | -29.9% | +130.2% | -160.1% | -51.2% |
| All | -29.9% | +118.2% | -148.1% | -51.2% |
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