+43.9%
DIS vs TMUS
+14.4%
+29.5%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -1.6% |
| 7D | +5.7% | +9.0% | -3.3% | +4.5% |
| 30D | +12.7% | -3.2% | +15.9% | +12.8% |
| 3M | +15.2% | -6.9% | +22.1% | +16.0% |
| 6M | +17.6% | -16.4% | +34.0% | +19.6% |
| YTD | +3.8% | -19.6% | +23.5% | +5.8% |
| 1Y | +6.8% | -19.9% | +26.7% | +8.7% |
| All | +43.9% | +14.4% | +29.5% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling