-38.4%
INTU vs TMUS
+40.3%
-78.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.5% | +0.1% | -2.3% |
| 7D | -7.1% | +0.1% | -7.2% | -7.1% |
| 30D | +1.5% | +5.3% | -3.8% | -0.1% |
| 3M | +10.7% | +3.1% | +7.5% | +9.2% |
| 6M | -23.8% | -16.5% | -7.4% | -19.9% |
| YTD | -49.3% | -9.2% | -40.1% | -48.4% |
| 1Y | -49.7% | -26.5% | -23.2% | -44.7% |
| 3Y | -38.0% | +39.0% | -77.0% | -51.9% |
| All | -38.4% | +40.3% | -78.7% | -51.2% |
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