-41.1%
DIS vs TMUS
+40.3%
-81.4%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.5% | +1.7% | -0.9% |
| 7D | -2.6% | +0.1% | -2.7% | -2.6% |
| 30D | +3.5% | +5.3% | -1.8% | +2.2% |
| 3M | +6.8% | +3.1% | +3.7% | +5.7% |
| 6M | +3.0% | -16.5% | +19.4% | +7.2% |
| YTD | -6.7% | -9.2% | +2.4% | -5.3% |
| 1Y | -10.1% | -26.5% | +16.4% | -3.2% |
| 3Y | +33.0% | +39.0% | -6.0% | +11.5% |
| All | -41.1% | +40.3% | -81.4% | -52.0% |
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