+59.8%
UBER vs BABA
-40.0%
+99.8%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.8% | +0.8% |
| 7D | +1.6% | -13.8% | +15.4% | +5.9% |
| 30D | +0.6% | -15.1% | +15.7% | +5.3% |
| 3M | -8.2% | -22.7% | +14.6% | -1.5% |
| 6M | -6.7% | -34.7% | +28.0% | +4.5% |
| YTD | -14.7% | -35.0% | +20.3% | -5.4% |
| 1Y | -24.1% | -40.4% | +16.3% | -13.7% |
| 3Y | +33.4% | +21.9% | +11.5% | +12.8% |
| All | +59.8% | -40.0% | +99.8% | +73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling