-31.2%
DIS vs TMUS
+37.3%
-68.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.3% | -1.7% |
| 7D | +5.7% | +9.0% | -3.3% | +3.5% |
| 30D | +12.7% | -3.2% | +15.9% | +13.0% |
| 3M | +15.2% | -6.9% | +22.1% | +16.5% |
| 6M | +17.6% | -16.4% | +34.0% | +21.8% |
| YTD | +3.8% | -19.6% | +23.5% | +8.1% |
| 1Y | +6.8% | -19.9% | +26.7% | +11.1% |
| 3Y | +42.1% | +14.5% | +27.6% | +24.4% |
| 5Y | -31.2% | +37.7% | -68.8% | -43.3% |
| All | -31.2% | +37.3% | -68.5% | -43.3% |
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