+1,396.2%
ADI vs TMUS
+309.7%
+1,086.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | -12.8% | +3.6% | -16.4% | -13.6% |
| 30D | -11.3% | -3.4% | -8.0% | -11.3% |
| 3M | -3.4% | -9.5% | +6.1% | -2.1% |
| 6M | -12.0% | -15.2% | +3.2% | -10.2% |
| YTD | +35.3% | -18.9% | +54.2% | +39.0% |
| 1Y | +58.1% | -17.7% | +75.8% | +61.7% |
| 3Y | +127.4% | +15.6% | +111.7% | +112.1% |
| 5Y | +114.6% | +38.9% | +75.7% | +90.6% |
| 10Y | +589.3% | +245.3% | +344.1% | +404.6% |
| All | +1,396.2% | +309.7% | +1,086.5% | +778.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling