+6,028.8%
MU vs BABA
+19.8%
+6,009.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.3% | +4.8% | +5.6% |
| 7D | +9.0% | -4.8% | +13.7% | +10.9% |
| 30D | +13.8% | -11.9% | +25.7% | +18.8% |
| 3M | +2.1% | -9.3% | +11.3% | +4.5% |
| 6M | +153.8% | -14.2% | +168.1% | +164.9% |
| YTD | +256.4% | -22.0% | +278.4% | +283.8% |
| 1Y | +719.8% | -12.7% | +732.5% | +743.9% |
| 3Y | +1,360.4% | +26.7% | +1,333.7% | +1,135.9% |
| 5Y | +1,312.4% | -29.3% | +1,341.8% | +1,301.8% |
| All | +6,028.8% | +19.8% | +6,009.0% | +4,552.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BABA.
Daily Out/Under-Performance
Portfolio return minus BABA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BABA 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 BABA 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