+310.3%
APH vs TMUS
+46.7%
+263.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.1% | +4.1% | +8.0% |
| 7D | +1.1% | +5.3% | -4.3% | +0.8% |
| 30D | -7.5% | +13.5% | -21.0% | -8.3% |
| 3M | -4.4% | -4.2% | -0.2% | -4.1% |
| 6M | +26.5% | -11.9% | +38.4% | +28.1% |
| YTD | +20.0% | -15.6% | +35.6% | +22.2% |
| 1Y | +16.9% | -16.8% | +33.6% | +19.2% |
| 3Y | +288.5% | +20.8% | +267.7% | +233.6% |
| 5Y | +310.3% | +48.0% | +262.3% | +232.8% |
| All | +310.3% | +46.7% | +263.6% | +232.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling