+82.2%
UBER vs BABA
-33.2%
+115.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BABA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.5% | -0.7% |
| 7D | -3.9% | -4.8% | +0.9% | -2.3% |
| 30D | +11.1% | -11.9% | +23.0% | +15.6% |
| 3M | +4.9% | -9.3% | +14.2% | +7.6% |
| 6M | -1.2% | -14.2% | +13.1% | +2.5% |
| YTD | -7.3% | -22.0% | +14.8% | -1.5% |
| 1Y | -17.6% | -12.7% | -4.9% | -16.8% |
| 3Y | +61.1% | +26.7% | +34.4% | +33.8% |
| 5Y | +87.9% | -29.3% | +117.2% | +83.6% |
| All | +82.2% | -33.2% | +115.5% | +58.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling