+33.9%
AAPL vs TMUS
-27.1%
+61.0%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.5% | +0.9% | -2.3% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +3.0% | +5.3% | -2.3% | +2.8% |
| 3M | +2.9% | +3.1% | -0.2% | +2.8% |
| 6M | +22.1% | -16.5% | +38.6% | +20.9% |
| YTD | +18.0% | -9.2% | +27.2% | +16.2% |
| 1Y | +33.9% | -26.5% | +60.4% | +36.1% |
| All | +33.9% | -27.1% | +61.0% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 1y: compounded portfolio wealth divided by compounded TMUS 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…
1y analysis · Full analysis span regression · 6 months rolling